EI
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Ethic Inc’s SiriusXM SIRI Stock Holding History

Ethic Inc’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
2025
Q1 		– Sell
-10,058
Closed -$229K – 1215
2024
Q4 		$229K Sell
10,058
-144,244
-93% -$3.68M ﹤0.01% 1010
2024
Q3 		$599K Buy
154,302
+152,660
+9,297% +$4.74M 0.02% 719
2024
Q2 		$46.5K Sell
1,642
-13,788
-89% -$412K ﹤0.01% 1102
2024
Q1 		$599K Sell
15,430
-9,179
-37% -$436K 0.02% 718
2023
Q4 		$1.35M Sell
24,609
-5,947
-19% -$286K 0.04% 463
2023
Q3 		$1.38M Buy
30,556
+4,648
+18% +$216K 0.05% 391
2023
Q2 		$1.17M Buy
25,908
+6,493
+33% +$245K 0.04% 410
2023
Q1 		$771K Buy
19,415
+14,380
+286% +$689K 0.03% 523
2022
Q4 		$294K Buy
5,035
+916
+22% +$56.3K 0.02% 724
2022
Q3 		$235K Buy
4,119
+1,948
+90% +$122K 0.02% 710
2022
Q2 		$133K Sell
2,171
-532
-20% -$33K 0.01% 731
2022
Q1 		$179K Sell
2,703
-552
-17% -$34.7K 0.01% 712
2021
Q4 		$207K Sell
3,255
-1,055
-24% -$66K 0.02% 613
2021
Q3 		$263K Sell
4,310
-28
-0.6% -$1.76K 0.03% 509
2021
Q2 		$284K Buy
4,338
+1,740
+67% +$109K 0.03% 452
2021
Q1 		$158K Buy
2,598
+1,457
+128% +$88.8K 0.03% 470
2020
Q4 		$73K Sell
1,141
-819
-42% -$50.3K 0.02% 408
2020
Q3 		$105K Buy
+1,960
New +$112K 0.04% 328

Other funds holding SIRI

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ethic Inc's SIRI Position: Q1 2025 in Review

Ethic Inc sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 10,058 shares — an estimated $229K sold.

Ethic Inc first reported a position in SIRI in Q3 2020 and held it in 18 quarters. The position peaked at $1.38M in Q3 2023. 554 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

  • Ethic Inc reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
  • Ethic Inc sold 10,058 SiriusXM shares in Q1 2025, an estimated $229K.
  • Ethic Inc first reported a position in SiriusXM in Q3 2020 and held it in 18 quarters.
  • Ethic Inc's SiriusXM position peaked at $1.38M in Q3 2023.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Ethic Inc's 13F filing for Q1 2025, filed 13 May 2025.