Trek Financial’s Saia SAIA Stock Holding History

Trek Financial’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
2024 Q2	–	Sell	-5,443	Closed	-$3.18M	–	452
2024 Q1	$3.18M	Buy	+5,443	New	+$2.85M	0.25%	109

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Trek Financial's SAIA Position: Q2 2024 in Review

Trek Financial sold out of Saia (SAIA) in Q2 2024, closing a stake of 5,443 shares — an estimated $3.18M sold.

Trek Financial first reported a position in SAIA in Q1 2024 and held it in 1 quarter. The position peaked at $3.18M in Q1 2024. 460 funds tracked by Wall St. Rank hold SAIA as of Q2 2024.

Trek Financial reported no remaining Saia position as of Q2 2024 after selling out during the quarter.
Trek Financial sold 5,443 Saia shares in Q2 2024, an estimated $3.18M.
Trek Financial first reported a position in Saia in Q1 2024 and held it in 1 quarter.
Trek Financial's Saia position peaked at $3.18M in Q1 2024.
460 funds tracked by Wall St. Rank held Saia as of Q2 2024.

Based on Trek Financial's 13F filing for Q2 2024, filed 12 Aug 2024.