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Wallace Advisory Group’s Saia SAIA Stock Holding History

Wallace Advisory Group’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
Q4 		– Sell
-448
Closed -$212K – 195
2024
Q3 		$212K Hold
448
– – 0.16% 166
2024
Q2 		$212K Sell
448
-92
-17% -$42.9K 0.15% 166
2024
Q1 		$237K Sell
540
-72
-12% -$37.7K 0.18% 141
2023
Q4 		$244K Sell
612
-70
-10% -$28.3K 0.19% 130
2023
Q3 		$234K Sell
682
-157
-19% -$63.3K 0.17% 149
2023
Q2 		$228K Hold
839
– – 0.17% 142
2023
Q1 		$228K Buy
+839
New +$224K 0.17% 142

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wallace Advisory Group's SAIA Position: Q4 2024 in Review

Wallace Advisory Group sold out of Saia (SAIA) in Q4 2024, closing a stake of 448 shares — an estimated $212K sold.

Wallace Advisory Group first reported a position in SAIA in Q1 2023 and held it in 7 quarters. The position peaked at $244K in Q4 2023. 481 funds tracked by Wall St. Rank hold SAIA as of Q4 2024.

  • Wallace Advisory Group reported no remaining Saia position as of Q4 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 448 Saia shares in Q4 2024, an estimated $212K.
  • Wallace Advisory Group first reported a position in Saia in Q1 2023 and held it in 7 quarters.
  • Wallace Advisory Group's Saia position peaked at $244K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Saia as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.