Burney Company’s SiriusXM SIRI Stock Holding History

Burney Company’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
2020 Q2	–	Sell	-1,238	Closed	-$61K	–	499
2020 Q1	$61K	Sell	1,238 -70	-5%	-$4.58K	﹤0.01%	418
2019 Q4	$94K	Buy	+1,308	New	+$88.1K	0.01%	456
2018 Q3	–	Sell	-1,597	Closed	-$108K	–	466
2018 Q2	$108K	Buy	+1,597	New	+$108K	0.01%	439
2018 Q1	–	Sell	-1,597	Closed	-$86K	–	443
2017 Q4	$86K	Buy	+1,597	New	+$88.2K	﹤0.01%	430
2016 Q2	–	Sell	-2,070	Closed	-$82K	–	391
2016 Q1	$82K	Hold	2,070	–	–	0.01%	384
2015 Q4	$84K	Buy	+2,070	New	+$83.7K	0.01%	368

Other funds holding SIRI

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

DCP

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

Norges Bank Oslo, Norway $1T AUM

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Burney Company's SIRI Position: Q2 2020 in Review

Burney Company sold out of SiriusXM (SIRI) in Q2 2020, closing a stake of 1,238 shares — an estimated $61K sold.

Burney Company first reported a position in SIRI in Q4 2015 and held it in 6 quarters. The position peaked at $108K in Q2 2018. 637 funds tracked by Wall St. Rank hold SIRI as of Q2 2020.

Burney Company reported no remaining SiriusXM position as of Q2 2020 after selling out during the quarter.
Burney Company sold 1,238 SiriusXM shares in Q2 2020, an estimated $61K.
Burney Company first reported a position in SiriusXM in Q4 2015 and held it in 6 quarters.
Burney Company's SiriusXM position peaked at $108K in Q2 2018.
637 funds tracked by Wall St. Rank held SiriusXM as of Q2 2020.

Based on Burney Company's 13F filing for Q2 2020, filed 13 Aug 2020.