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United Capital Financial Advisors’s Saia SAIA Stock Holding History

United Capital Financial 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
2024
Q2 		– Sell
-502
Closed -$294K – 1102
2024
Q1 		$294K Sell
502
-116
-19% -$60.7K ﹤0.01% 884
2023
Q4 		$271K Buy
+618
New +$250K ﹤0.01% 903
2019
Q3 		– Sell
-13,638
Closed -$882K – 1452
2019
Q2 		$882K Buy
13,638
+490
+4% +$31.3K 0.01% 856
2019
Q1 		$803K Sell
13,148
-1,406
-10% -$87.1K 0.01% 836
2018
Q4 		$812K Buy
+14,554
New +$885K 0.01% 773

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

United Capital Financial Advisors's SAIA Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Saia (SAIA) in Q2 2024, closing a stake of 502 shares — an estimated $294K sold.

United Capital Financial Advisors first reported a position in SAIA in Q4 2018 and held it in 5 quarters. The position peaked at $882K in Q2 2019. 460 funds tracked by Wall St. Rank hold SAIA as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Saia position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 502 Saia shares in Q2 2024, an estimated $294K.
  • United Capital Financial Advisors first reported a position in Saia in Q4 2018 and held it in 5 quarters.
  • United Capital Financial Advisors's Saia position peaked at $882K in Q2 2019.
  • 460 funds tracked by Wall St. Rank held Saia as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.