Broadleaf Partners’s SiriusXM SIRI Stock Holding History

Broadleaf Partners’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 Q2	–	Sell	-62,137	Closed	-$3.52M	–	58
2019 Q1	$3.52M	Buy	62,137 +10,040	+19%	+$598K	2.46%	19
2018 Q4	$2.98M	Buy	52,097 +8,131	+18%	+$494K	2.38%	20
2018 Q3	$2.78M	Buy	43,966 +12,412	+39%	+$864K	1.86%	26
2018 Q2	$2.14M	Sell	31,554 -53	-0.2%	-$3.58K	1.57%	30
2018 Q1	$1.97M	Sell	31,607 -30,947	-49%	-$1.86M	1.52%	32
2017 Q4	$3.35M	Buy	+62,554	New	+$3.46M	2.78%	13

Other funds holding SIRI

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

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

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

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

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

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

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

EAM

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

Broadleaf Partners's SIRI Position: Q2 2019 in Review

Broadleaf Partners sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 62,137 shares — an estimated $3.52M sold.

Broadleaf Partners first reported a position in SIRI in Q4 2017 and held it in 6 quarters. The position peaked at $3.52M in Q1 2019. 610 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

Broadleaf Partners reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
Broadleaf Partners sold 62,137 SiriusXM shares in Q2 2019, an estimated $3.52M.
Broadleaf Partners first reported a position in SiriusXM in Q4 2017 and held it in 6 quarters.
Broadleaf Partners's SiriusXM position peaked at $3.52M in Q1 2019.
610 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Broadleaf Partners's 13F filing for Q2 2019, filed 19 Jul 2019.