Baldrige Asset Management’s SiriusXM SIRI Stock Holding History

Baldrige Asset Management’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
2023 Q1	$1K	Buy	26 +18	+225%	+$862	﹤0.01%	380
2022 Q4	$0	Hold	8	–	–	﹤0.01%	328
2022 Q3	$0	Hold	8	–	–	﹤0.01%	311
2022 Q2	$0	Hold	8	–	–	﹤0.01%	330
2022 Q1	$0	Hold	8	–	–	﹤0.01%	340
2021 Q4	$0	Hold	8	–	–	﹤0.01%	356
2021 Q3	$0	Hold	8	–	–	﹤0.01%	364
2021 Q2	$0	Buy	+8	New	+$502	﹤0.01%	354

Other funds holding SIRI

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baldrige Asset Management's SIRI Position: Q1 2023 in Review

Baldrige Asset Management increased its SiriusXM (SIRI) stake by 225% in Q1 2023, buying an estimated $862 and bringing the position to 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Baldrige Asset Management first reported a position in SIRI in Q2 2021 and has held it in 8 quarters since. 638 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

Baldrige Asset Management held 26 shares of SiriusXM worth $1K as of Q1 2023.
Baldrige Asset Management bought 18 SiriusXM shares in Q1 2023, an estimated $862.
SiriusXM made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #380 holding.
Baldrige Asset Management first reported a position in SiriusXM in Q2 2021 and has held it in 8 quarters since.
638 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.