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Mather Group’s Saia SAIA Stock Holding History

Mather Group’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.92K Buy
+14
New +$5.1K ﹤0.01% 1578
2025
Q4 		– Sell
-14
Closed -$4.19K – 1458
2025
Q3 		$4.19K Buy
+14
New +$4.22K ﹤0.01% 1426
2025
Q2 		– Sell
-29
Closed -$10.1K – 1506
2025
Q1 		$10.1K Sell
29
-1
-3% -$435 ﹤0.01% 1250
2024
Q4 		$13.7K Buy
30
+16
+114% +$7.92K ﹤0.01% 1166
2024
Q3 		$6.12K Sell
14
-5
-26% -$2.12K ﹤0.01% 1268
2024
Q2 		$11.1K Hold
19
– – ﹤0.01% 1426
2024
Q1 		$8.33K Buy
+19
New +$9.95K ﹤0.01% 1242

Other funds holding SAIA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return