JF
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JSF Financial’s SiriusXM SIRI Stock Holding History

JSF 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
2024
Q1 		– Sell
-1,018
Closed -$55.7K – 117
2023
Q4 		$55.7K Buy
1,018
+5
+0.5% +$240 0.02% 107
2023
Q3 		$45.8K Buy
1,013
+6
+0.6% +$279 0.02% 100
2023
Q2 		$45.6K Buy
1,007
+7
+0.7% +$264 0.02% 104
2023
Q1 		$39.7K Sell
1,000
-8,865
-90% -$425K 0.01% 112
2022
Q4 		$576K Buy
9,865
+246
+3% +$15.1K 0.22% 69
2022
Q3 		$549K Buy
9,619
+8,119
+541% +$510K 0.21% 58
2022
Q2 		$92K Hold
1,500
– – 0.04% 96
2022
Q1 		$99K Hold
1,500
– – 0.04% 111
2021
Q4 		$95K Sell
1,500
-595
-28% -$37.2K 0.05% 112
2021
Q3 		$128K Buy
2,095
+10
+0.5% +$629 0.06% 106
2021
Q2 		$136K Sell
2,085
-392
-16% -$24.6K 0.08% 101
2021
Q1 		$151K Hold
2,477
– – 0.09% 96
2020
Q4 		$158K Hold
2,477
– – 0.11% 93
2020
Q3 		$133K Hold
2,477
– – 0.1% 76
2020
Q2 		$145K Hold
2,477
– – 0.13% 63
2020
Q1 		$122K Sell
2,477
-620
-20% -$40.6K 0.12% 57
2019
Q4 		$221K Hold
3,097
– – 0.22% 58
2019
Q3 		$194K Hold
3,097
– – 0.21% 60
2019
Q2 		$173K Hold
3,097
– – 0.19% 62
2019
Q1 		$176K Hold
3,097
– – 0.19% 58
2018
Q4 		$177K Buy
+3,097
New +$188K 0.18% 55

Other funds holding SIRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JSF Financial's SIRI Position: Q1 2024 in Review

JSF Financial sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,018 shares — an estimated $55.7K sold.

JSF Financial first reported a position in SIRI in Q4 2018 and held it in 21 quarters. The position peaked at $576K in Q4 2022. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

  • JSF Financial reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
  • JSF Financial sold 1,018 SiriusXM shares in Q1 2024, an estimated $55.7K.
  • JSF Financial first reported a position in SiriusXM in Q4 2018 and held it in 21 quarters.
  • JSF Financial's SiriusXM position peaked at $576K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on JSF Financial's 13F filing for Q1 2024, filed 13 May 2024.