Chase Investment Counsel’s SiriusXM SIRI Stock Holding History

Chase Investment Counsel’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
2024 Q4	–	Sell	-44,000	Closed	-$1.04M	–	147
2024 Q3	$1.04M	Buy	+44,000	New	+$1.37M	0.35%	72

Other funds holding SIRI

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Chase Investment Counsel's SIRI Position: Q4 2024 in Review

Chase Investment Counsel sold out of SiriusXM (SIRI) in Q4 2024, closing a stake of 44,000 shares — an estimated $1.04M sold.

Chase Investment Counsel first reported a position in SIRI in Q3 2024 and held it in 1 quarter. The position peaked at $1.04M in Q3 2024. 554 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

Chase Investment Counsel reported no remaining SiriusXM position as of Q4 2024 after selling out during the quarter.
Chase Investment Counsel sold 44,000 SiriusXM shares in Q4 2024, an estimated $1.04M.
Chase Investment Counsel first reported a position in SiriusXM in Q3 2024 and held it in 1 quarter.
Chase Investment Counsel's SiriusXM position peaked at $1.04M in Q3 2024.
554 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Chase Investment Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.