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Robertson Stephens Wealth Management’s Saia SAIA Stock Holding History

Robertson Stephens Wealth Management’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
2024
Q4 		– Sell
-884
Closed -$387K – 629
2024
Q3 		$387K Buy
+884
New +$374K 0.01% 470

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Robertson Stephens Wealth Management's SAIA Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Saia (SAIA) in Q4 2024, closing a stake of 884 shares — an estimated $387K sold.

Robertson Stephens Wealth Management first reported a position in SAIA in Q3 2024 and held it in 1 quarter. The position peaked at $387K in Q3 2024. 481 funds tracked by Wall St. Rank hold SAIA as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Saia position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 884 Saia shares in Q4 2024, an estimated $387K.
  • Robertson Stephens Wealth Management first reported a position in Saia in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Saia position peaked at $387K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Saia as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.