Valeo Financial Advisors’s Saia SAIA Stock Holding History

Valeo 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
2021 Q2	–	Sell	-96	Closed	-$22K	–	1560
2021 Q1	$22K	Hold	96	–	–	﹤0.01%	1139
2020 Q4	$17K	Hold	96	–	–	﹤0.01%	1071
2020 Q3	$12K	Buy	+96	New	+$12.2K	﹤0.01%	1045

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

VNIM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's SAIA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Saia (SAIA) in Q2 2021, closing a stake of 96 shares — an estimated $22K sold.

Valeo Financial Advisors first reported a position in SAIA in Q3 2020 and held it in 3 quarters. The position peaked at $22K in Q1 2021. 277 funds tracked by Wall St. Rank hold SAIA as of Q2 2021.

Valeo Financial Advisors reported no remaining Saia position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 96 Saia shares in Q2 2021, an estimated $22K.
Valeo Financial Advisors first reported a position in Saia in Q3 2020 and held it in 3 quarters.
Valeo Financial Advisors's Saia position peaked at $22K in Q1 2021.
277 funds tracked by Wall St. Rank held Saia as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.