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

Institutional & Family Asset Management’s Portfolio LSXMK Stock Details LSXMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-266	Closed	-$6.74K	–	777
2023 Q2	$6.74K	Sell	266 -121	-31%	-$2.71K	﹤0.01%	430
2023 Q1	$8.4K	Sell	387 -20	-5%	-$527	﹤0.01%	403
2022 Q4	$12.3K	Hold	407	–	–	﹤0.01%	353
2022 Q3	$12K	Hold	407	–	–	﹤0.01%	370
2022 Q2	$11K	Hold	407	–	–	﹤0.01%	382
2022 Q1	$14K	Hold	407	–	–	﹤0.01%	406
2021 Q4	$16K	Hold	407	–	–	﹤0.01%	397
2021 Q3	$15K	Hold	407	–	–	﹤0.01%	499
2021 Q2	$15K	Hold	407	–	–	﹤0.01%	534
2021 Q1	$14K	Hold	407	–	–	﹤0.01%	529
2020 Q4	$14K	Hold	407	–	–	﹤0.01%	492
2020 Q3	$10K	Hold	407	–	–	﹤0.01%	496
2020 Q2	$11K	Sell	407 -14	-3%	-$360	﹤0.01%	480
2020 Q1	$10K	Hold	421	–	–	﹤0.01%	456
2019 Q4	$15K	Sell	421 -8	-2%	-$279	﹤0.01%	459
2019 Q3	$14K	Sell	429 -7	-2%	-$217	﹤0.01%	444
2019 Q2	$13K	Hold	436	–	–	﹤0.01%	474
2019 Q1	$13K	Hold	436	–	–	﹤0.01%	472
2018 Q4	$12K	Hold	436	–	–	﹤0.01%	452
2018 Q3	$14K	Hold	436	–	–	﹤0.01%	490
2018 Q2	$15K	Hold	436	–	–	﹤0.01%	475
2018 Q1	$14K	Buy	+436	New	+$13.9K	﹤0.01%	460

Other funds holding LSXMK

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Institutional & Family Asset Management's LSXMK Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2023, closing a stake of 266 shares — an estimated $6.74K sold.

Institutional & Family Asset Management first reported a position in LSXMK in Q1 2018 and held it in 22 quarters. The position peaked at $16K in Q4 2021. 362 funds tracked by Wall St. Rank hold LSXMK as of Q3 2023.

Institutional & Family Asset Management reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 266 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2023, an estimated $6.74K.
Institutional & Family Asset Management first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q1 2018 and held it in 22 quarters.
Institutional & Family Asset Management's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $16K in Q4 2021.
362 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.