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Waddell & Reed Financial’s Saia SAIA Stock Holding History

Waddell & Reed 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
2020
Q3 		– Sell
-100,000
Closed -$11.1M – 481
2020
Q2 		$11.1M Sell
100,000
-12,478
-11% -$1.2M 0.03% 373
2020
Q1 		$8.27M Buy
+112,478
New +$9.86M 0.03% 359
2018
Q3 		– Sell
-82,389
Closed -$6.66M – 564
2018
Q2 		$6.66M Sell
82,389
-207,559
-72% -$16M 0.02% 470
2018
Q1 		$21.8M Sell
289,948
-70,920
-20% -$5.27M 0.05% 318
2017
Q4 		$25.5M Sell
360,868
-59,300
-14% -$3.8M 0.06% 304
2017
Q3 		$26.3M Sell
420,168
-21,100
-5% -$1.16M 0.06% 298
2017
Q2 		$22.6M Buy
441,268
+16,500
+4% +$765K 0.05% 334
2017
Q1 		$18.8M Buy
424,768
+41,442
+11% +$1.94M 0.04% 357
2016
Q4 		$16.9M Buy
383,326
+211,044
+122% +$8.16M 0.04% 354
2016
Q3 		$5.16M Buy
+172,282
New +$4.94M 0.01% 513
2015
Q4 		– Sell
-268,037
Closed -$8.29M – 641
2015
Q3 		$8.29M Sell
268,037
-262,963
-50% -$10M 0.01% 437
2015
Q2 		$20.9M Hold
531,000
– – 0.03% 337
2015
Q1 		$23.5M Sell
531,000
-364,880
-41% -$16.8M 0.03% 321
2014
Q4 		$49.6M Sell
895,880
-19,780
-2% -$1.03M 0.07% 226
2014
Q3 		$45.4M Buy
915,660
+60,410
+7% +$2.87M 0.06% 229
2014
Q2 		$37.6M Buy
855,250
+94,400
+12% +$3.92M 0.06% 273
2014
Q1 		$29.1M Buy
760,850
+400,400
+111% +$13.8M 0.04% 291
2013
Q4 		$11.6M Hold
360,450
– – 0.02% 403
2013
Q3 		$11.2M Buy
360,450
+10,000
+3% +$311K 0.02% 396
2013
Q2 		$10.5M Buy
+350,450
New +$9.97M 0.02% 383

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waddell & Reed Financial's SAIA Position: Q3 2020 in Review

Waddell & Reed Financial sold out of Saia (SAIA) in Q3 2020, closing a stake of 100,000 shares — an estimated $11.1M sold.

Waddell & Reed Financial first reported a position in SAIA in Q2 2013 and held it in 20 quarters. The position peaked at $49.6M in Q4 2014. 227 funds tracked by Wall St. Rank hold SAIA as of Q3 2020.

  • Waddell & Reed Financial reported no remaining Saia position as of Q3 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 100,000 Saia shares in Q3 2020, an estimated $11.1M.
  • Waddell & Reed Financial first reported a position in Saia in Q2 2013 and held it in 20 quarters.
  • Waddell & Reed Financial's Saia position peaked at $49.6M in Q4 2014.
  • 227 funds tracked by Wall St. Rank held Saia as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.