Shell Asset Management’s Saia SAIA Stock Holding History

Shell Asset 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
2025 Q3	$78K	Sell	262 -397	-60%	-$120K	0.01%	723
2025 Q2	$181K	Sell	659 -120	-15%	-$34.2K	0.01%	802
2025 Q1	$272K	Sell	779 -25	-3%	-$10.9K	0.01%	658
2024 Q4	$366K	Hold	804	–	–	0.02%	599
2024 Q3	$352K	Buy	+804	New	+$341K	0.02%	624
2024 Q1	$404K	Sell	851 -86	-9%	-$45K	0.02%	548
2023 Q4	$411K	Buy	+937	New	+$379K	0.02%	592
2015 Q4	–	Sell	-98,970	Closed	-$4.91M	–	932
2015 Q3	$4.91M	Buy	+98,970	New	+$3.78M	0.08%	227
2015 Q1	–	Sell	-98,970	Closed	-$5.48M	–	874
2014 Q4	$5.48M	Hold	98,970	–	–	0.09%	232
2014 Q3	$4.91M	Sell	98,970 -1,311	-1%	-$62.3K	0.08%	234
2014 Q2	$4.41M	Sell	100,281 -1,166	-1%	-$48.4K	0.07%	260
2014 Q1	$3.88M	Sell	101,447 -411	-0.4%	-$14.2K	0.06%	271
2013 Q4	$3.27M	Buy	101,858 +16,467	+19%	+$538K	0.06%	319
2013 Q3	$2.66M	Hold	85,391	–	–	0.05%	388
2013 Q2	$2.56M	Buy	+85,391	New	+$2.43M	0.05%	392

Other funds holding SAIA

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Shell Asset Management's SAIA Position: Q3 2025 in Review

Shell Asset Management reduced its Saia (SAIA) stake by 60% in Q3 2025, selling an estimated $120K and leaving 262 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #723.

Shell Asset Management first reported a position in SAIA in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.48M in Q4 2014. 423 funds tracked by Wall St. Rank hold SAIA as of Q3 2025.

Shell Asset Management held 262 shares of Saia worth $78K as of Q3 2025.
Shell Asset Management sold 397 Saia shares in Q3 2025, an estimated $120K.
Saia made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #723 holding.
Shell Asset Management first reported a position in Saia in Q2 2013 and has held it in 15 quarters since.
Shell Asset Management's Saia position peaked at $5.48M in Q4 2014.
423 funds tracked by Wall St. Rank held Saia as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.