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Optimize Financial’s Saia SAIA Stock Holding History

Optimize Financial’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
Q1 		– Sell
-485
Closed -$221K – 279
2024
Q4 		$221K Buy
+485
New +$240K 0.17% 195

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Optimize Financial's SAIA Position: Q1 2025 in Review

Optimize Financial sold out of Saia (SAIA) in Q1 2025, closing a stake of 485 shares — an estimated $221K sold.

Optimize Financial first reported a position in SAIA in Q4 2024 and held it in 1 quarter. The position peaked at $221K in Q4 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2025.

  • Optimize Financial reported no remaining Saia position as of Q1 2025 after selling out during the quarter.
  • Optimize Financial sold 485 Saia shares in Q1 2025, an estimated $221K.
  • Optimize Financial first reported a position in Saia in Q4 2024 and held it in 1 quarter.
  • Optimize Financial's Saia position peaked at $221K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.