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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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return