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Evolution Advisers’s SiriusXM SIRI Stock Holding History

Evolution Advisers’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
-60
Closed -$2K – 231
2023
Q3 		$2K Hold
60
– – ﹤0.01% 125
2023
Q2 		$2K Hold
60
– – ﹤0.01% 133
2023
Q1 		$2K Hold
60
– – ﹤0.01% 131
2022
Q4 		$3K Hold
60
– – ﹤0.01% 133
2022
Q3 		$3K Hold
60
– – ﹤0.01% 124
2022
Q2 		$3K Hold
60
– – ﹤0.01% 125
2022
Q1 		$3K Hold
60
– – ﹤0.01% 122
2021
Q4 		$3K Buy
+60
New +$3.75K ﹤0.01% 109

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolution Advisers's SIRI Position: Q4 2023 in Review

Evolution Advisers sold out of SiriusXM (SIRI) in Q4 2023, closing a stake of 60 shares — an estimated $2K sold.

Evolution Advisers first reported a position in SIRI in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2022. 641 funds tracked by Wall St. Rank hold SIRI as of Q4 2023.

  • Evolution Advisers reported no remaining SiriusXM position as of Q4 2023 after selling out during the quarter.
  • Evolution Advisers sold 60 SiriusXM shares in Q4 2023, an estimated $2K.
  • Evolution Advisers first reported a position in SiriusXM in Q4 2021 and held it in 8 quarters.
  • Evolution Advisers's SiriusXM position peaked at $3K in Q4 2022.
  • 641 funds tracked by Wall St. Rank held SiriusXM as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.