Karpas Strategies’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Karpas Strategies’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
2024 Q2	$260K	Hold	11,751	–	–	0.08%	109
2024 Q1	$349K	Sell	11,751 -5,034	-30%	-$151K	0.11%	94
2023 Q4	$483K	Sell	16,785 -699	-4%	-$18.3K	0.16%	79
2023 Q3	$445K	Sell	17,484 -5,301	-23%	-$129K	0.16%	80
2023 Q2	$578K	Sell	22,785 -303	-1%	-$6.78K	0.19%	73
2023 Q1	$501K	Hold	23,088	–	–	0.18%	79
2022 Q4	$700K	Sell	23,088 -246	-1%	-$7.87K	0.25%	70
2022 Q3	$682K	Hold	23,334	–	–	0.26%	66
2022 Q2	$652K	Hold	23,334	–	–	0.23%	72
2022 Q1	$827K	Hold	23,334	–	–	0.26%	67
2021 Q4	$919K	Hold	23,334	–	–	0.29%	63
2021 Q3	$910K	Hold	23,334	–	–	0.3%	62
2021 Q2	$838K	Hold	23,334	–	–	0.3%	61
2021 Q1	$797K	Hold	23,334	–	–	0.3%	61
2020 Q4	$786K	Hold	23,334	–	–	0.31%	62
2020 Q3	$598K	Hold	23,334	–	–	0.28%	64
2020 Q2	$623K	Buy	23,334 +2,550	+12%	+$65.6K	0.3%	61
2020 Q1	$501K	Hold	20,784	–	–	0.27%	66
2019 Q4	$762K	Hold	20,784	–	–	0.29%	65
2019 Q3	$664K	Hold	20,784	–	–	0.27%	68
2019 Q2	$601K	Hold	20,784	–	–	0.25%	68
2019 Q1	$605K	Hold	20,784	–	–	0.26%	70
2018 Q4	$585K	Hold	20,784	–	–	0.27%	69
2018 Q3	$688K	Hold	20,784	–	–	0.28%	64
2018 Q2	$718K	Hold	20,784	–	–	0.31%	64
2018 Q1	$647K	Sell	20,784 -284	-1%	-$9.04K	0.28%	69
2017 Q4	$636K	Hold	21,068	–	–	0.27%	69
2017 Q3	$672K	Hold	21,068	–	–	0.3%	66
2017 Q2	$669K	Hold	21,068	–	–	0.3%	61
2017 Q1	$622K	Hold	21,068	–	–	0.28%	62
2016 Q4	$544K	Sell	21,068 -845	-4%	-$21.9K	0.26%	71
2016 Q3	$558K	Hold	21,913	–	–	0.27%	68
2016 Q2	$515K	Buy	+21,913	New	+$523K	0.26%	73

Other funds holding LSXMK

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

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 24.94% 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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Karpas Strategies's LSXMK Position: Q2 2024 in Review

Karpas Strategies held its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) position steady in Q2 2024 at 11,751 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #109.

Karpas Strategies first reported a position in LSXMK in Q2 2016 and has held it in 33 quarters since. The position peaked at $919K in Q4 2021. 347 funds tracked by Wall St. Rank hold LSXMK as of Q2 2024.

Karpas Strategies held 11,751 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $260K as of Q2 2024.
Karpas Strategies left its Liberty Media Corporation Series C Liberty SiriusXM Common Stock share count unchanged in Q2 2024.
Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up 0.08% of Karpas Strategies's portfolio in Q2 2024, its #109 holding.
Karpas Strategies first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and has held it in 33 quarters since.
Karpas Strategies's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $919K in Q4 2021.
347 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.