GT
LSXMA

Greenleaf Trust’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Greenleaf Trust’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,299
Closed -$200K – 784
2023
Q2 		$200K Buy
+8,299
New +$177K ﹤0.01% 728
2018
Q1 		– Sell
-1,006
Closed -$29K – 678
2017
Q4 		$29K Hold
1,006
– – ﹤0.01% 539
2017
Q3 		$30K Buy
+1,006
New +$31.1K ﹤0.01% 508

Other funds holding LSXMA

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Greenleaf Trust's LSXMA Position: Q3 2023 in Review

Greenleaf Trust sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q3 2023, closing a stake of 8,299 shares — an estimated $200K sold.

Greenleaf Trust first reported a position in LSXMA in Q3 2017 and held it in 3 quarters. The position peaked at $200K in Q2 2023. 274 funds tracked by Wall St. Rank hold LSXMA as of Q3 2023.

  • Greenleaf Trust reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
  • Greenleaf Trust sold 8,299 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $200K.
  • Greenleaf Trust first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2017 and held it in 3 quarters.
  • Greenleaf Trust's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $200K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q3 2023.

Based on Greenleaf Trust's 13F filing for Q3 2023, filed 9 Nov 2023.