Pathstone Family Office’s Saia SAIA Stock Holding History

Pathstone Family Office’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
2023 Q3	$1.09M	Buy	2,724 +714	+36%	+$288K	0.01%	677
2023 Q2	$688K	Sell	2,010 -237	-11%	-$68.6K	0.01%	617
2023 Q1	$595K	Sell	2,247 -6,495	-74%	-$1.73M	0.01%	613
2022 Q4	$1.44M	Buy	8,742 +1,818	+26%	+$396K	0.01%	604
2022 Q3	$1.32M	Buy	6,924 +3,872	+127%	+$821K	0.01%	615
2022 Q2	$574K	Buy	3,052 +559	+22%	+$112K	0.01%	519
2022 Q1	$608K	Sell	2,493 -27	-1%	-$7.48K	0.01%	474
2021 Q4	$849K	Buy	2,520 +30	+1%	+$9.31K	0.02%	380
2021 Q3	$593K	Buy	2,490 +134	+6%	+$31K	0.02%	453
2021 Q2	$493K	Buy	2,356 +686	+41%	+$156K	0.01%	470
2021 Q1	$385K	Buy	+1,670	New	+$340K	0.01%	410
2019 Q2	–	Sell	-55	Closed	-$3K	–	851
2019 Q1	$3K	Buy	+55	New	+$3.41K	﹤0.01%	709

Other funds holding SAIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pathstone Family Office's SAIA Position: Q3 2023 in Review

Pathstone Family Office increased its Saia (SAIA) stake by 36% in Q3 2023, buying an estimated $288K and bringing the position to 2,724 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #677.

Pathstone Family Office first reported a position in SAIA in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.44M in Q4 2022. 431 funds tracked by Wall St. Rank hold SAIA as of Q3 2023.

Pathstone Family Office held 2,724 shares of Saia worth $1.09M as of Q3 2023.
Pathstone Family Office bought 714 Saia shares in Q3 2023, an estimated $288K.
Saia made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #677 holding.
Pathstone Family Office first reported a position in Saia in Q1 2019 and has held it in 12 quarters since.
Pathstone Family Office's Saia position peaked at $1.44M in Q4 2022.
431 funds tracked by Wall St. Rank held Saia as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.