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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
2025
Q3 		– Sell
-500
Closed -$137K – 1307
2025
Q2 		$137K Hold
500
– – 0.03% 311
2025
Q1 		$175K Buy
+500
New +$217K 0.03% 183

Other funds holding SAIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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.