Simplicity Wealth’s Saia SAIA Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-675	Closed	-$320K	–	1064
2024 Q2	$320K	Sell	675 -32	-5%	-$14.9K	0.01%	926
2024 Q1	$414K	Buy	+707	New	+$370K	0.01%	804

Other funds holding SAIA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Simplicity Wealth's SAIA Position: Q3 2024 in Review

Simplicity Wealth sold out of Saia (SAIA) in Q3 2024, closing a stake of 675 shares — an estimated $320K sold.

Simplicity Wealth first reported a position in SAIA in Q1 2024 and held it in 2 quarters. The position peaked at $414K in Q1 2024. 455 funds tracked by Wall St. Rank hold SAIA as of Q3 2024.

Simplicity Wealth reported no remaining Saia position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 675 Saia shares in Q3 2024, an estimated $320K.
Simplicity Wealth first reported a position in Saia in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Saia position peaked at $414K in Q1 2024.
455 funds tracked by Wall St. Rank held Saia as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.