Synergy Asset Management’s Saia SAIA Stock Holding History

Synergy 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 Q1	–	Sell	-2	Closed	-$875	–	691
2024 Q4	$875	Buy	+2	New	+$989	﹤0.01%	730

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Synergy Asset Management's SAIA Position: Q1 2025 in Review

Synergy Asset Management sold out of Saia (SAIA) in Q1 2025, closing a stake of 2 shares — an estimated $875 sold.

Synergy Asset Management first reported a position in SAIA in Q4 2024 and held it in 1 quarter. The position peaked at $875 in Q4 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2025.

Synergy Asset Management reported no remaining Saia position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 2 Saia shares in Q1 2025, an estimated $875.
Synergy Asset Management first reported a position in Saia in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Saia position peaked at $875 in Q4 2024.
453 funds tracked by Wall St. Rank held Saia as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.