Kovitz Investment Group Partners
LSXMA

Kovitz Investment Group Partners’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Kovitz Investment Group Partners’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,383
Closed -$264K – 418
2023
Q3 		$264K Sell
10,383
-6,615
-39% -$157K ﹤0.01% 363
2023
Q2 		$410K Sell
16,998
-25,565
-60% -$544K 0.01% 353
2023
Q1 		$878K Sell
42,563
-1,578
-4% -$39.6K 0.02% 304
2022
Q4 		$1.27M Sell
44,141
-713
-2% -$21.7K 0.03% 253
2022
Q3 		$1.25M Sell
44,854
-337
-0.7% -$9.97K 0.03% 248
2022
Q2 		$1.2M Sell
45,191
-47
-0.1% -$1.41K 0.03% 264
2022
Q1 		$1.52M Buy
45,238
+28
+0.1% +$984 0.03% 251
2021
Q4 		$1.69M Buy
45,210
+30
+0.1% +$1.11K 0.04% 220
2021
Q3 		$1.57M Buy
45,180
+9,416
+26% +$329K 0.03% 257
2021
Q2 		$1.22M Buy
35,764
+13,973
+64% +$458K 0.02% 284
2021
Q1 		$706K Buy
21,791
+8,725
+67% +$279K 0.02% 315
2020
Q4 		$415K Buy
13,066
+275
+2% +$7.95K 0.01% 347
2020
Q3 		$312K Buy
+12,791
New +$329K 0.01% 352

Other funds holding LSXMA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners's LSXMA Position: Q4 2023 in Review

Kovitz Investment Group Partners sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q4 2023, closing a stake of 10,383 shares — an estimated $264K sold.

Kovitz Investment Group Partners first reported a position in LSXMA in Q3 2020 and held it in 13 quarters. The position peaked at $1.69M in Q4 2021. 286 funds tracked by Wall St. Rank hold LSXMA as of Q4 2023.

  • Kovitz Investment Group Partners reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q4 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,383 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q4 2023, an estimated $264K.
  • Kovitz Investment Group Partners first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2020 and held it in 13 quarters.
  • Kovitz Investment Group Partners's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $1.69M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q4 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2023, filed 7 Feb 2024.