Mirabella Financial Services’s Saia SAIA Stock Holding History

Mirabella Financial Services’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
2025 Q4	–	Sell	-3,914	Closed	-$1.17M	–	769
2025 Q3	$1.17M	Buy	3,914 +2,072	+112%	+$625K	0.1%	170
2025 Q2	$507K	Sell	1,842 -143,844	-99%	-$41M	0.05%	188
2025 Q1	$51.1M	Buy	145,686 +129,457	+798%	+$56.3M	1.03%	28
2024 Q4	$7.39M	Buy	+16,229	New	+$8.03M	0.68%	35
2024 Q2	–	Sell	-624	Closed	-$364K	–	660
2024 Q1	$364K	Buy	+624	New	+$327K	0.03%	349
2023 Q4	–	Sell	-873	Closed	-$348K	–	569
2023 Q3	$348K	Sell	873 -1,723	-66%	-$695K	0.05%	263
2023 Q2	$889K	Buy	2,596 +1,666	+179%	+$482K	0.1%	225
2023 Q1	$253K	Buy	+930	New	+$248K	0.04%	313
2022 Q4	–	Sell	-7,050	Closed	-$1.37M	–	512
2022 Q3	$1.37M	Buy	7,050 +3,660	+108%	+$776K	0.14%	95
2022 Q2	$637K	Sell	3,390 -1,735	-34%	-$349K	0.06%	213
2022 Q1	$1.25M	Sell	5,125 -8,959	-64%	-$2.48M	0.14%	139
2021 Q4	$4.75M	Buy	+14,084	New	+$4.37M	0.48%	54

Other funds holding SAIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return