Hurlow Wealth Management Group’s SiriusXM SIRI Stock Holding History

Hurlow Wealth Management Group’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 Q4	–	Sell	-1,027	Closed	-$59K	–	97
2022 Q3	$59K	Hold	1,027	–	–	0.03%	94
2022 Q2	$63K	Hold	1,027	–	–	0.04%	92
2022 Q1	$68K	Buy	1,027 +20	+2%	+$1.26K	0.04%	96
2021 Q4	$63K	Hold	1,007	–	–	0.05%	89
2021 Q3	$61K	Hold	1,007	–	–	0.04%	94
2021 Q2	$66K	Hold	1,007	–	–	0.04%	98
2021 Q1	$61K	Hold	1,007	–	–	0.04%	96
2020 Q4	$64K	Hold	1,007	–	–	0.05%	93
2020 Q3	$54K	Hold	1,007	–	–	0.05%	88
2020 Q2	$56K	Hold	1,007	–	–	0.05%	88
2020 Q1	$53K	Hold	1,007	–	–	0.06%	90
2019 Q4	$72K	Hold	1,007	–	–	0.07%	95
2019 Q3	$64K	Hold	1,007	–	–	0.07%	93
2019 Q2	$61K	Hold	1,007	–	–	0.06%	93
2019 Q1	$59K	Hold	1,007	–	–	0.06%	96
2018 Q4	$58K	Buy	+1,007	New	+$61.2K	0.07%	88

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hurlow Wealth Management Group's SIRI Position: Q4 2022 in Review

Hurlow Wealth Management Group sold out of SiriusXM (SIRI) in Q4 2022, closing a stake of 1,027 shares — an estimated $59K sold.

Hurlow Wealth Management Group first reported a position in SIRI in Q4 2018 and held it in 16 quarters. The position peaked at $72K in Q4 2019. 666 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Hurlow Wealth Management Group reported no remaining SiriusXM position as of Q4 2022 after selling out during the quarter.
Hurlow Wealth Management Group sold 1,027 SiriusXM shares in Q4 2022, an estimated $59K.
Hurlow Wealth Management Group first reported a position in SiriusXM in Q4 2018 and held it in 16 quarters.
Hurlow Wealth Management Group's SiriusXM position peaked at $72K in Q4 2019.
666 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Hurlow Wealth Management Group's 13F filing for Q4 2022, filed 19 Jan 2023.