Greenleaf Trust’s SiriusXM SIRI Stock Holding History

Greenleaf Trust’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	–	Sell	-1,642	Closed	-$101K	–	738
2022 Q2	$101K	Buy	+1,642	New	+$102K	﹤0.01%	695
2021 Q4	–	Sell	-1,023	Closed	-$62K	–	775
2021 Q3	$62K	Buy	+1,023	New	+$64.3K	﹤0.01%	717

Other funds holding SIRI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Greenleaf Trust's SIRI Position: Q3 2022 in Review

Greenleaf Trust sold out of SiriusXM (SIRI) in Q3 2022, closing a stake of 1,642 shares — an estimated $101K sold.

Greenleaf Trust first reported a position in SIRI in Q3 2021 and held it in 2 quarters. The position peaked at $101K in Q2 2022. 634 funds tracked by Wall St. Rank hold SIRI as of Q3 2022.

Greenleaf Trust reported no remaining SiriusXM position as of Q3 2022 after selling out during the quarter.
Greenleaf Trust sold 1,642 SiriusXM shares in Q3 2022, an estimated $101K.
Greenleaf Trust first reported a position in SiriusXM in Q3 2021 and held it in 2 quarters.
Greenleaf Trust's SiriusXM position peaked at $101K in Q2 2022.
634 funds tracked by Wall St. Rank held SiriusXM as of Q3 2022.

Based on Greenleaf Trust's 13F filing for Q3 2022, filed 10 Nov 2022.