Biegel & Waller’s SiriusXM SIRI Stock Holding History

Biegel & Waller’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
2019 Q3	$139K	Sell	2,216 -75	-3%	-$4.61K	0.08%	70
2019 Q2	$128K	Sell	2,291 -300	-12%	-$17.1K	0.07%	77
2019 Q1	$147K	Hold	2,591	–	–	0.08%	74
2018 Q4	$148K	Hold	2,591	–	–	0.09%	70
2018 Q3	$164K	Hold	2,591	–	–	0.09%	73
2018 Q2	$175K	Buy	2,591 +400	+18%	+$27K	0.11%	70
2018 Q1	$137K	Buy	2,191 +30	+1%	+$1.8K	0.09%	56
2017 Q4	$116K	Hold	2,161	–	–	0.07%	57
2017 Q3	$119K	Hold	2,161	–	–	0.07%	53
2017 Q2	$118K	Hold	2,161	–	–	0.07%	54
2017 Q1	$111K	Buy	2,161 +1	+0%	+$49	0.08%	47
2016 Q4	$101K	Buy	+2,160	New	+$94K	0.07%	51

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Biegel & Waller's SIRI Position: Q3 2019 in Review

Biegel & Waller reduced its SiriusXM (SIRI) stake by 3.3% in Q3 2019, selling an estimated $4.61K and leaving 2,216 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #70.

Biegel & Waller first reported a position in SIRI in Q4 2016 and has held it in 12 quarters since. The position peaked at $175K in Q2 2018. 588 funds tracked by Wall St. Rank hold SIRI as of Q3 2019.

Biegel & Waller held 2,216 shares of SiriusXM worth $139K as of Q3 2019.
Biegel & Waller sold 75 SiriusXM shares in Q3 2019, an estimated $4.61K.
SiriusXM made up 0.08% of Biegel & Waller's portfolio in Q3 2019, its #70 holding.
Biegel & Waller first reported a position in SiriusXM in Q4 2016 and has held it in 12 quarters since.
Biegel & Waller's SiriusXM position peaked at $175K in Q2 2018.
588 funds tracked by Wall St. Rank held SiriusXM as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.