Tarbox Family Office’s Saia SAIA Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-34	Closed	-$8K	–	809
2022 Q1	$8K	Hold	34	–	–	﹤0.01%	421
2021 Q4	$11K	Hold	34	–	–	﹤0.01%	447
2021 Q3	$8K	Hold	34	–	–	﹤0.01%	533
2021 Q2	$7K	Hold	34	–	–	﹤0.01%	559
2021 Q1	$8K	Hold	34	–	–	﹤0.01%	458
2020 Q4	$6K	Hold	34	–	–	﹤0.01%	495
2020 Q3	$4K	Hold	34	–	–	﹤0.01%	555
2020 Q2	$4K	Hold	34	–	–	﹤0.01%	552
2020 Q1	$3K	Sell	34 -30	-47%	-$2.63K	﹤0.01%	554
2019 Q4	$6K	Hold	64	–	–	﹤0.01%	469
2019 Q3	$6K	Buy	64 +30	+88%	+$2.38K	﹤0.01%	436
2019 Q2	$2K	Buy	+34	New	+$2.17K	﹤0.01%	785

Other funds holding SAIA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Tarbox Family Office's SAIA Position: Q2 2022 in Review

Tarbox Family Office sold out of Saia (SAIA) in Q2 2022, closing a stake of 34 shares — an estimated $8K sold.

Tarbox Family Office first reported a position in SAIA in Q2 2019 and held it in 12 quarters. The position peaked at $11K in Q4 2021. 331 funds tracked by Wall St. Rank hold SAIA as of Q2 2022.

Tarbox Family Office reported no remaining Saia position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 34 Saia shares in Q2 2022, an estimated $8K.
Tarbox Family Office first reported a position in Saia in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Saia position peaked at $11K in Q4 2021.
331 funds tracked by Wall St. Rank held Saia as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.