Kula Investments’s SiriusXM SIRI Stock Holding History

Kula Investments’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	-14,668	Closed	-$857K	–	829
2022 Q4	$857K	Buy	+14,668	New	+$902K	0.25%	77

Other funds holding SIRI

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kula Investments's SIRI Position: Q1 2023 in Review

Kula Investments sold out of SiriusXM (SIRI) in Q1 2023, closing a stake of 14,668 shares — an estimated $857K sold.

Kula Investments first reported a position in SIRI in Q4 2022 and held it in 1 quarter. The position peaked at $857K in Q4 2022. 638 funds tracked by Wall St. Rank hold SIRI as of Q1 2023.

Kula Investments reported no remaining SiriusXM position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 14,668 SiriusXM shares in Q1 2023, an estimated $857K.
Kula Investments first reported a position in SiriusXM in Q4 2022 and held it in 1 quarter.
Kula Investments's SiriusXM position peaked at $857K in Q4 2022.
638 funds tracked by Wall St. Rank held SiriusXM as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.