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 New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return