Echo Street Capital Management’s SiriusXM SIRI Stock Holding History

Echo Street Capital Management’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 Q4	–	Sell	-5,152	Closed	-$233K	–	359
2023 Q3	$233K	Buy	+5,152	New	+$239K	﹤0.01%	412
2023 Q2	–	Sell	-6,864	Closed	-$272K	–	584
2023 Q1	$272K	Sell	6,864 -4,981	-42%	-$239K	﹤0.01%	401
2022 Q4	$692K	Buy	11,845 +10,188	+615%	+$626K	0.01%	220
2022 Q3	$95K	Buy	+1,657	New	+$104K	﹤0.01%	503
2021 Q4	–	Sell	-2,581	Closed	-$157K	–	740
2021 Q3	$157K	Sell	2,581 -6,421	-71%	-$404K	﹤0.01%	580
2021 Q2	$589K	Buy	+9,002	New	+$565K	﹤0.01%	318
2020 Q3	–	Sell	-3,413	Closed	-$200K	–	334
2020 Q2	$200K	Buy	+3,413	New	+$191K	﹤0.01%	422

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Echo Street Capital Management's SIRI Position: Q4 2023 in Review

Echo Street Capital Management sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 5,152 shares — an estimated $233K sold.

Echo Street Capital Management first reported a position in SIRI in Q2 2020 and held it in 7 quarters. The position peaked at $692K in Q4 2022. 640 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

Echo Street Capital Management reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,152 SiriusXM shares in Q4 2023, an estimated $233K.
Echo Street Capital Management first reported a position in SiriusXM in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's SiriusXM position peaked at $692K in Q4 2022.
640 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.