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SkyOak Wealth’s Saia SAIA Stock Holding History

SkyOak 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
Q1 		– Sell
-796
Closed -$349K – 267
2023
Q4 		$349K Sell
796
-48
-6% -$19.4K 0.09% 153
2023
Q3 		$336K Sell
844
-113
-12% -$45.6K 0.1% 145
2023
Q2 		$328K Buy
957
+58
+6% +$16.8K 0.09% 161
2023
Q1 		$245K Buy
+899
New +$240K 0.07% 191

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SkyOak Wealth's SAIA Position: Q1 2024 in Review

SkyOak Wealth sold out of Saia (SAIA) in Q1 2024, closing a stake of 796 shares — an estimated $349K sold.

SkyOak Wealth first reported a position in SAIA in Q1 2023 and held it in 4 quarters. The position peaked at $349K in Q4 2023. 504 funds tracked by Wall St. Rank hold SAIA as of Q1 2024.

  • SkyOak Wealth reported no remaining Saia position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 796 Saia shares in Q1 2024, an estimated $349K.
  • SkyOak Wealth first reported a position in Saia in Q1 2023 and held it in 4 quarters.
  • SkyOak Wealth's Saia position peaked at $349K in Q4 2023.
  • 504 funds tracked by Wall St. Rank held Saia as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.