Institutional & Family Asset Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-197	Closed	-$4.07K	–	799
2023 Q1	$4.07K	Sell	197 -18	-8%	-$451	﹤0.01%	499
2022 Q4	$6.21K	Hold	215	–	–	﹤0.01%	439
2022 Q3	$6K	Hold	215	–	–	﹤0.01%	465
2022 Q2	$6K	Hold	215	–	–	﹤0.01%	480
2022 Q1	$7K	Hold	215	–	–	﹤0.01%	510
2021 Q4	$8K	Hold	215	–	–	﹤0.01%	489
2021 Q3	$7K	Hold	215	–	–	﹤0.01%	621
2021 Q2	$7K	Hold	215	–	–	﹤0.01%	666
2021 Q1	$7K	Hold	215	–	–	﹤0.01%	640
2020 Q4	$7K	Hold	215	–	–	﹤0.01%	607
2020 Q3	$5K	Hold	215	–	–	﹤0.01%	602
2020 Q2	$5K	Sell	215 -15	-7%	-$367	﹤0.01%	590
2020 Q1	$5K	Hold	230	–	–	﹤0.01%	545
2019 Q4	$8K	Hold	230	–	–	﹤0.01%	542
2019 Q3	$7K	Hold	230	–	–	﹤0.01%	526
2019 Q2	$6K	Hold	230	–	–	﹤0.01%	574
2019 Q1	$6K	Hold	230	–	–	﹤0.01%	588
2018 Q4	$6K	Hold	230	–	–	﹤0.01%	575
2018 Q3	$7K	Hold	230	–	–	﹤0.01%	584
2018 Q2	$7K	Hold	230	–	–	﹤0.01%	583
2018 Q1	$7K	Buy	+230	New	+$6.98K	﹤0.01%	563

Other funds holding LSXMA

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Institutional & Family Asset Management's LSXMA Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q2 2023, closing a stake of 197 shares — an estimated $4.07K sold.

Institutional & Family Asset Management first reported a position in LSXMA in Q1 2018 and held it in 21 quarters. The position peaked at $8K in Q4 2021. 296 funds tracked by Wall St. Rank hold LSXMA as of Q2 2023.

Institutional & Family Asset Management reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 197 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q2 2023, an estimated $4.07K.
Institutional & Family Asset Management first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q1 2018 and held it in 21 quarters.
Institutional & Family Asset Management's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $8K in Q4 2021.
296 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.