BFIM
LSXMK

Beese Fulmer Investment Management’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Beese Fulmer Investment Management’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,610
Closed -$218K – 223
2023
Q2 		$218K Buy
+8,610
New +$193K 0.02% 203
2023
Q1 		– Sell
-8,788
Closed -$266K – 225
2022
Q4 		$266K Hold
8,788
– – 0.03% 187
2022
Q3 		$257K Buy
8,788
+408
+5% +$12.7K 0.03% 181
2022
Q2 		$234K Hold
8,380
– – 0.03% 199
2022
Q1 		$297K Sell
8,380
-408
-5% -$15.1K 0.03% 186
2021
Q4 		$346K Sell
8,788
-1,077
-11% -$41.8K 0.04% 181
2021
Q3 		$363K Hold
9,865
– – 0.04% 175
2021
Q2 		$354K Hold
9,865
– – 0.04% 170
2021
Q1 		$337K Hold
9,865
– – 0.04% 166
2020
Q4 		$332K Sell
9,865
-129
-1% -$3.93K 0.04% 165
2020
Q3 		$256K Hold
9,994
– – 0.04% 168
2020
Q2 		$267K Sell
9,994
-1,229
-11% -$31.6K 0.04% 160
2020
Q1 		$270K Sell
11,223
-263
-2% -$8.81K 0.05% 149
2019
Q4 		$421K Hold
11,486
– – 0.06% 146
2019
Q3 		$367K Hold
11,486
– – 0.06% 150
2019
Q2 		$332K Hold
11,486
– – 0.06% 128
2019
Q1 		$335K Hold
11,486
– – 0.07% 126
2018
Q4 		$324K Sell
11,486
-462
-4% -$14.1K 0.07% 124
2018
Q3 		$395K Hold
11,948
– – 0.08% 119
2018
Q2 		$413K Sell
11,948
-625
-5% -$20.9K 0.09% 118
2018
Q1 		$391K Hold
12,573
– – 0.09% 119
2017
Q4 		$379K Sell
12,573
-92
-0.7% -$2.92K 0.08% 120
2017
Q3 		$404K Hold
12,665
– – 0.09% 117
2017
Q2 		$402K Hold
12,665
– – 0.1% 114
2017
Q1 		$374K Hold
12,665
– – 0.09% 118
2016
Q4 		$327K Sell
12,665
-1,124
-8% -$29.1K 0.08% 123
2016
Q3 		$351K Buy
+13,789
New +$348K 0.09% 117

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Beese Fulmer Investment Management's LSXMK Position: Q3 2023 in Review

Beese Fulmer Investment Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2023, closing a stake of 8,610 shares — an estimated $218K sold.

Beese Fulmer Investment Management first reported a position in LSXMK in Q3 2016 and held it in 27 quarters. The position peaked at $421K in Q4 2019. 362 funds tracked by Wall St. Rank hold LSXMK as of Q3 2023.

  • Beese Fulmer Investment Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 8,610 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $218K.
  • Beese Fulmer Investment Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2016 and held it in 27 quarters.
  • Beese Fulmer Investment Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $421K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2023.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.