Lee, Danner & Bass’s SiriusXM SIRI Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-2,327	Closed	-$53.1K	–	629
2024 Q4	$53.1K	Buy	+2,327	New	+$59.3K	﹤0.01%	345

Other funds holding SIRI

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lee, Danner & Bass's SIRI Position: Q1 2025 in Review

Lee, Danner & Bass sold out of SiriusXM (SIRI) in Q1 2025, closing a stake of 2,327 shares — an estimated $53.1K sold.

Lee, Danner & Bass first reported a position in SIRI in Q4 2024 and held it in 1 quarter. The position peaked at $53.1K in Q4 2024. 553 funds tracked by Wall St. Rank hold SIRI as of Q1 2025.

Lee, Danner & Bass reported no remaining SiriusXM position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 2,327 SiriusXM shares in Q1 2025, an estimated $53.1K.
Lee, Danner & Bass first reported a position in SiriusXM in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's SiriusXM position peaked at $53.1K in Q4 2024.
553 funds tracked by Wall St. Rank held SiriusXM as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.