Phoenix Financial’s Saia SAIA Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-2,182	Closed	-$519K	–	429
2021 Q3	$519K	Buy	+2,182	New	+$504K	0.01%	321
2021 Q2	–	Sell	-5,250	Closed	-$1.22M	–	393
2021 Q1	$1.22M	Buy	+5,250	New	+$1.07M	0.03%	267

Other funds holding SAIA

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Phoenix Financial's SAIA Position: Q4 2021 in Review

Phoenix Financial sold out of Saia (SAIA) in Q4 2021, closing a stake of 2,182 shares — an estimated $519K sold.

Phoenix Financial first reported a position in SAIA in Q1 2021 and held it in 2 quarters. The position peaked at $1.22M in Q1 2021. 337 funds tracked by Wall St. Rank hold SAIA as of Q4 2021.

Phoenix Financial reported no remaining Saia position as of Q4 2021 after selling out during the quarter.
Phoenix Financial sold 2,182 Saia shares in Q4 2021, an estimated $519K.
Phoenix Financial first reported a position in Saia in Q1 2021 and held it in 2 quarters.
Phoenix Financial's Saia position peaked at $1.22M in Q1 2021.
337 funds tracked by Wall St. Rank held Saia as of Q4 2021.

Based on Phoenix Financial's 13F filing for Q4 2021, filed 7 Feb 2022.