YorkBridge Wealth Partners’s Saia SAIA Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$273K	Sell	1,301 -13	-1%	-$2.83K	0.07%	210
2022 Q3	$250K	Sell	1,314 -107	-8%	-$22.7K	0.06%	232
2022 Q2	$267K	Buy	1,421 +173	+14%	+$34.8K	0.07%	217
2022 Q1	$304K	Buy	+1,248	New	+$346K	0.07%	238
2018 Q3	–	Sell	-50	Closed	-$4K	–	826
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	710
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	702
2017 Q4	$4K	Buy	50 +7	+16%	+$449	﹤0.01%	734
2017 Q3	$3K	Hold	43	–	–	﹤0.01%	752
2017 Q2	$2K	Hold	43	–	–	﹤0.01%	793
2017 Q1	$2K	Hold	43	–	–	﹤0.01%	780
2016 Q4	$2K	Buy	+43	New	+$1.66K	﹤0.01%	773

Other funds holding SAIA

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VNIM

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

YorkBridge Wealth Partners's SAIA Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Saia (SAIA) stake by 0.99% in Q4 2022, selling an estimated $2.83K and leaving 1,301 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #210.

YorkBridge Wealth Partners first reported a position in SAIA in Q4 2016 and has held it in 11 quarters since. The position peaked at $304K in Q1 2022. 326 funds tracked by Wall St. Rank hold SAIA as of Q4 2022.

YorkBridge Wealth Partners held 1,301 shares of Saia worth $273K as of Q4 2022.
YorkBridge Wealth Partners sold 13 Saia shares in Q4 2022, an estimated $2.83K.
Saia made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #210 holding.
YorkBridge Wealth Partners first reported a position in Saia in Q4 2016 and has held it in 11 quarters since.
YorkBridge Wealth Partners's Saia position peaked at $304K in Q1 2022.
326 funds tracked by Wall St. Rank held Saia as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.