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Next Financial Group’s Saia SAIA Stock Holding History

Next Financial 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
2021
Q4 		$1K Sell
3
-11
-79% -$3.41K ﹤0.01% 2796
2021
Q3 		$3K Buy
+14
New +$3.24K ﹤0.01% 2404

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's SAIA Position: Q4 2021 in Review

Next Financial Group reduced its Saia (SAIA) stake by 79% in Q4 2021, selling an estimated $3.41K and leaving 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Next Financial Group first reported a position in SAIA in Q3 2021 and has held it in 2 quarters since. The position peaked at $3K in Q3 2021. 337 funds tracked by Wall St. Rank hold SAIA as of Q4 2021.

  • Next Financial Group held 3 shares of Saia worth $1K as of Q4 2021.
  • Next Financial Group sold 11 Saia shares in Q4 2021, an estimated $3.41K.
  • Saia made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2796 holding.
  • Next Financial Group first reported a position in Saia in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Saia position peaked at $3K in Q3 2021.
  • 337 funds tracked by Wall St. Rank held Saia as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.