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Disciplined Investments’s SiriusXM SIRI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$421 – 1306
2023
Q2 		$421 Buy
+9
New +$340 ﹤0.01% 1285
2023
Q1 		– Sell
-9
Closed -$543 – 1706
2022
Q4 		$543 Hold
9
– – ﹤0.01% 1169
2022
Q3 		$1K Sell
9
-3
-25% -$189 ﹤0.01% 1074
2022
Q2 		$1K Buy
12
+3
+33% +$186 ﹤0.01% 1098
2022
Q1 		$1K Buy
+9
New +$566 ﹤0.01% 1167

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's SIRI Position: Q3 2023 in Review

Disciplined Investments sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 9 shares — an estimated $421 sold.

Disciplined Investments first reported a position in SIRI in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 607 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

  • Disciplined Investments reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 SiriusXM shares in Q3 2023, an estimated $421.
  • Disciplined Investments first reported a position in SiriusXM in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's SiriusXM position peaked at $1K in Q3 2022.
  • 607 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.