Tocqueville Asset Management’s Saia SAIA Stock Holding History

Tocqueville 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
2022 Q4	–	Sell	-1,200	Closed	-$228K	–	619
2022 Q3	$228K	Hold	1,200	–	–	﹤0.01%	554
2022 Q2	$226K	Sell	1,200 -750	-38%	-$151K	﹤0.01%	607
2022 Q1	$475K	Hold	1,950	–	–	0.01%	529
2021 Q4	$657K	Hold	1,950	–	–	0.01%	514
2021 Q3	$464K	Buy	1,950 +750	+63%	+$173K	0.01%	555
2021 Q2	$251K	Hold	1,200	–	–	﹤0.01%	671
2021 Q1	$277K	Buy	+1,200	New	+$245K	﹤0.01%	654
2014 Q3	–	Sell	-433	Closed	-$19K	–	1192
2014 Q2	$19K	Sell	433 -1,381	-76%	-$57.3K	﹤0.01%	1461
2014 Q1	$69K	Sell	1,814 -24	-1%	-$828	﹤0.01%	992
2013 Q4	$59K	Buy	+1,838	New	+$60K	﹤0.01%	1023

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VNIM

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

Tocqueville Asset Management's SAIA Position: Q4 2022 in Review

Tocqueville Asset Management sold out of Saia (SAIA) in Q4 2022, closing a stake of 1,200 shares — an estimated $228K sold.

Tocqueville Asset Management first reported a position in SAIA in Q4 2013 and held it in 10 quarters. The position peaked at $657K in Q4 2021. 326 funds tracked by Wall St. Rank hold SAIA as of Q4 2022.

Tocqueville Asset Management reported no remaining Saia position as of Q4 2022 after selling out during the quarter.
Tocqueville Asset Management sold 1,200 Saia shares in Q4 2022, an estimated $228K.
Tocqueville Asset Management first reported a position in Saia in Q4 2013 and held it in 10 quarters.
Tocqueville Asset Management's Saia position peaked at $657K in Q4 2021.
326 funds tracked by Wall St. Rank held Saia as of Q4 2022.

Based on Tocqueville Asset Management's 13F filing for Q4 2022, filed 9 Feb 2023.