Johnson Midwest Financial’s SiriusXM SIRI Stock Holding History

Johnson Midwest Financial’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
2023 Q1	–	Sell	-86	Closed	-$5K	–	401
2022 Q4	$5K	Hold	86	–	–	0.02%	272
2022 Q3	$5K	Buy	86 +1	+1%	+$63	0.02%	247
2022 Q2	$5K	Hold	85	–	–	0.01%	224
2022 Q1	$6K	Buy	85 +4	+5%	+$252	0.01%	199
2021 Q4	$5K	Hold	81	–	–	﹤0.01%	214
2021 Q3	$5K	Hold	81	–	–	﹤0.01%	218
2021 Q2	$5K	Hold	81	–	–	﹤0.01%	205
2021 Q1	$5K	Hold	81	–	–	0.01%	197
2020 Q4	$5K	Buy	+81	New	+$4.97K	﹤0.01%	205

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Johnson Midwest Financial's SIRI Position: Q1 2023 in Review

Johnson Midwest Financial sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 86 shares — an estimated $5K sold.

Johnson Midwest Financial first reported a position in SIRI in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 639 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

Johnson Midwest Financial reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
Johnson Midwest Financial sold 86 SiriusXM shares in Q1 2023, an estimated $5K.
Johnson Midwest Financial first reported a position in SiriusXM in Q4 2020 and held it in 9 quarters.
Johnson Midwest Financial's SiriusXM position peaked at $6K in Q1 2022.
639 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on Johnson Midwest Financial's 13F filing for Q1 2023, filed 19 Apr 2023.