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USA Financial Formulas’s Saia SAIA Stock Holding History

USA Financial Formulas’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
-65
Closed -$38K – 375
2024
Q1 		$38K Sell
65
-38
-37% -$19.9K 0.01% 250
2023
Q4 		$45.1K Sell
103
-122
-54% -$49.3K 0.01% 200
2023
Q3 		$89.7K Buy
+225
New +$90.8K 0.13% 161
2022
Q1 		– Sell
-376
Closed -$127K – 465
2021
Q4 		$127K Buy
+376
New +$117K 0.11% 95
2020
Q1 		– Sell
-2,652
Closed -$247K – 297
2019
Q4 		$247K Buy
+2,652
New +$251K 0.1% 121
2018
Q3 		– Sell
-13,764
Closed -$1.03M – 380
2018
Q2 		$1.03M Sell
13,764
-46
-0.3% -$3.55K 0.25% 83
2018
Q1 		$1.04M Buy
+13,810
New +$1.03M 0.25% 83
2017
Q4 		– Sell
-6,029
Closed -$378K – 331
2017
Q3 		$378K Buy
+6,029
New +$332K 0.09% 200
2017
Q2 		– Sell
-11,632
Closed -$515K – 303
2017
Q1 		$515K Buy
+11,632
New +$543K 0.12% 152
2015
Q1 		– Sell
-7,812
Closed -$432K – 229
2014
Q4 		$432K Buy
+7,812
New +$407K 0.15% 135

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

USA Financial Formulas's SAIA Position: Q2 2024 in Review

USA Financial Formulas sold out of Saia (SAIA) in Q2 2024, closing a stake of 65 shares — an estimated $38K sold.

USA Financial Formulas first reported a position in SAIA in Q4 2014 and held it in 10 quarters. The position peaked at $1.04M in Q1 2018. 460 funds tracked by Wall St. Rank hold SAIA as of Q2 2024.

  • USA Financial Formulas reported no remaining Saia position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 65 Saia shares in Q2 2024, an estimated $38K.
  • USA Financial Formulas first reported a position in Saia in Q4 2014 and held it in 10 quarters.
  • USA Financial Formulas's Saia position peaked at $1.04M in Q1 2018.
  • 460 funds tracked by Wall St. Rank held Saia as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.