Chevy Chase Trust
LSXMK

Chevy Chase Trust’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Chevy Chase Trust’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-327
Closed -$12K – 1070
2019
Q4 		$12K Buy
+327
New +$11.4K ﹤0.01% 1047

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Chevy Chase Trust's LSXMK Position: Q1 2020 in Review

Chevy Chase Trust sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q1 2020, closing a stake of 327 shares — an estimated $12K sold.

Chevy Chase Trust first reported a position in LSXMK in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 415 funds tracked by Wall St. Rank hold LSXMK as of Q1 2020.

  • Chevy Chase Trust reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 327 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2020, an estimated $12K.
  • Chevy Chase Trust first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2019 and held it in 1 quarter.
  • Chevy Chase Trust's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $12K in Q4 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.