Bartlett & Co’s SiriusXM SIRI Stock Holding History

Bartlett & Co’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 Q4	$9K	Hold	169	–	–	﹤0.01%	1023
2023 Q3	$8K	Sell	169 -120	-42%	-$5.58K	﹤0.01%	955
2023 Q2	$13K	Hold	289	–	–	﹤0.01%	894
2023 Q1	$11K	Hold	289	–	–	﹤0.01%	809
2022 Q4	$17K	Hold	289	–	–	﹤0.01%	752
2022 Q3	$17K	Hold	289	–	–	﹤0.01%	729
2022 Q2	$18K	Hold	289	–	–	﹤0.01%	754
2022 Q1	$19K	Buy	+289	New	+$18.2K	﹤0.01%	737
2021 Q4	–	Sell	-36	Closed	-$2K	–	796
2021 Q3	$2K	Sell	36 -460	-93%	-$28.9K	﹤0.01%	888
2021 Q2	$32K	Hold	496	–	–	﹤0.01%	571
2021 Q1	$30K	Hold	496	–	–	﹤0.01%	619
2020 Q4	$32K	Hold	496	–	–	﹤0.01%	601
2020 Q3	$27K	Hold	496	–	–	﹤0.01%	584
2020 Q2	$29K	Hold	496	–	–	﹤0.01%	561
2020 Q1	$25K	Buy	+496	New	+$32.4K	﹤0.01%	556
2019 Q3	$31K	Buy	+496	New	+$30.5K	﹤0.01%	600

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bartlett & Co's SIRI Position: Q4 2023 in Review

Bartlett & Co held its SiriusXM (SIRI) position steady in Q4 2023 at 169 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Bartlett & Co first reported a position in SIRI in Q3 2019 and has held it in 16 quarters since. The position peaked at $32K in Q2 2021. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

Bartlett & Co held 169 shares of SiriusXM worth $9K as of Q4 2023.
Bartlett & Co left its SiriusXM share count unchanged in Q4 2023.
SiriusXM made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1023 holding.
Bartlett & Co first reported a position in SiriusXM in Q3 2019 and has held it in 16 quarters since.
Bartlett & Co's SiriusXM position peaked at $32K in Q2 2021.
640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.