HM Payson & Co’s SiriusXM SIRI Stock Holding History

HM Payson & Co’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
2024 Q1	–	Sell	-2,500	Closed	-$137K	–	1007
2023 Q4	$137K	Hold	2,500	–	–	﹤0.01%	446
2023 Q3	$113K	Hold	2,500	–	–	﹤0.01%	463
2023 Q2	$113K	Buy	+2,500	New	+$94.4K	﹤0.01%	460
2020 Q1	–	Sell	-156	Closed	-$11K	–	971
2019 Q4	$11K	Buy	+156	New	+$10.5K	﹤0.01%	800

Other funds holding SIRI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

HM Payson & Co's SIRI Position: Q1 2024 in Review

HM Payson & Co sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 2,500 shares — an estimated $137K sold.

HM Payson & Co first reported a position in SIRI in Q4 2019 and held it in 4 quarters. The position peaked at $137K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

HM Payson & Co reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
HM Payson & Co sold 2,500 SiriusXM shares in Q1 2024, an estimated $137K.
HM Payson & Co first reported a position in SiriusXM in Q4 2019 and held it in 4 quarters.
HM Payson & Co's SiriusXM position peaked at $137K in Q4 2023.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.