TJHA
SAIA icon

Thomas J. Herzfeld Advisors’s Saia SAIA Stock Holding History

Thomas J. Herzfeld Advisors’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
Q4 		– Sell
-10
Closed -$3.99K – 309
2023
Q3 		$3.99K Hold
10
– – ﹤0.01% 272
2023
Q2 		$3.42K Hold
10
– – ﹤0.01% 294
2023
Q1 		$2.72K Buy
+10
New +$2.67K ﹤0.01% 284

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thomas J. Herzfeld Advisors's SAIA Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Saia (SAIA) in Q4 2023, closing a stake of 10 shares — an estimated $3.99K sold.

Thomas J. Herzfeld Advisors first reported a position in SAIA in Q1 2023 and held it in 3 quarters. The position peaked at $3.99K in Q3 2023. 444 funds tracked by Wall St. Rank hold SAIA as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Saia position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 10 Saia shares in Q4 2023, an estimated $3.99K.
  • Thomas J. Herzfeld Advisors first reported a position in Saia in Q1 2023 and held it in 3 quarters.
  • Thomas J. Herzfeld Advisors's Saia position peaked at $3.99K in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Saia as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.