Asset Dedication LLC’s SiriusXM SIRI Stock Holding History

Asset Dedication LLC’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 Q1	–	Sell	-20	Closed	-$2K	–	788
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	661
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	569
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	561
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	588
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	553
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	586
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	583
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	490
2017 Q4	$2K	Buy	+20	New	+$1.1K	﹤0.01%	454
2017 Q3	–	Sell	-20	Closed	-$2K	–	405
2017 Q2	$2K	Hold	20	–	–	﹤0.01%	367
2017 Q1	$2K	Hold	20	–	–	﹤0.01%	362
2016 Q4	$0	Hold	20	–	–	﹤0.01%	421
2016 Q3	$0	Hold	20	–	–	﹤0.01%	416
2016 Q2	$0	Hold	20	–	–	﹤0.01%	444
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	408
2015 Q4	$1K	Buy	+20	New	+$809	﹤0.01%	628

Other funds holding SIRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

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

Renaissance Technologies

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

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

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return