Appleton Partners’s SiriusXM SIRI Stock Holding History

Appleton Partners’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,765	Closed	-$433K	–	265
2020 Q1	$433K	Sell	8,765 -2,435	-22%	-$159K	0.06%	180
2019 Q4	$801K	Buy	+11,200	New	+$755K	0.09%	159

Other funds holding SIRI

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Appleton Partners's SIRI Position: Q2 2020 in Review

Appleton Partners sold out of SiriusXM (SIRI) in Q2 2020, closing a stake of 8,765 shares — an estimated $433K sold.

Appleton Partners first reported a position in SIRI in Q4 2019 and held it in 2 quarters. The position peaked at $801K in Q4 2019. 635 funds tracked by Wall St. Rank hold SIRI as of Q2 2020.

Appleton Partners reported no remaining SiriusXM position as of Q2 2020 after selling out during the quarter.
Appleton Partners sold 8,765 SiriusXM shares in Q2 2020, an estimated $433K.
Appleton Partners first reported a position in SiriusXM in Q4 2019 and held it in 2 quarters.
Appleton Partners's SiriusXM position peaked at $801K in Q4 2019.
635 funds tracked by Wall St. Rank held SiriusXM as of Q2 2020.

Based on Appleton Partners's 13F filing for Q2 2020, filed 14 Aug 2020.