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Dowling & Yahnke’s SiriusXM SIRI Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$60K Buy
1,053
+23
+2% +$1.45K ﹤0.01% 368
2022
Q2 		$63K Hold
1,030
– – ﹤0.01% 368
2022
Q1 		$68K Hold
1,030
– – ﹤0.01% 370
2021
Q4 		$65K Hold
1,030
– – ﹤0.01% 373
2021
Q3 		$63K Buy
+1,030
New +$64.7K ﹤0.01% 369

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dowling & Yahnke's SIRI Position: Q3 2022 in Review

Dowling & Yahnke increased its SiriusXM (SIRI) stake by 2.2% in Q3 2022, buying an estimated $1.45K and bringing the position to 1,053 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Dowling & Yahnke first reported a position in SIRI in Q3 2021 and has held it in 5 quarters since. The position peaked at $68K in Q1 2022. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

  • Dowling & Yahnke held 1,053 shares of SiriusXM worth $60K as of Q3 2022.
  • Dowling & Yahnke bought 23 SiriusXM shares in Q3 2022, an estimated $1.45K.
  • SiriusXM made up ﹤0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #368 holding.
  • Dowling & Yahnke first reported a position in SiriusXM in Q3 2021 and has held it in 5 quarters since.
  • Dowling & Yahnke's SiriusXM position peaked at $68K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.