Summit Securities Group’s Saia SAIA Stock Holding History

Summit Securities Group’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
2023 Q3	–	Sell	-56	Closed	-$19K	–	963
2023 Q2	$19K	Buy	+56	New	+$16.2K	﹤0.01%	652

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

Summit Securities Group's SAIA Position: Q3 2023 in Review

Summit Securities Group sold out of Saia (SAIA) in Q3 2023, closing a stake of 56 shares — an estimated $19K sold.

Summit Securities Group first reported a position in SAIA in Q2 2023 and held it in 1 quarter. The position peaked at $19K in Q2 2023. 431 funds tracked by Wall St. Rank hold SAIA as of Q3 2023.

Summit Securities Group reported no remaining Saia position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 56 Saia shares in Q3 2023, an estimated $19K.
Summit Securities Group first reported a position in Saia in Q2 2023 and held it in 1 quarter.
Summit Securities Group's Saia position peaked at $19K in Q2 2023.
431 funds tracked by Wall St. Rank held Saia as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.