Lee Financial’s SiriusXM SIRI Stock Holding History

Lee 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	-470	Closed	-$25.7K	–	702
2023 Q4	$25.7K	Hold	470	–	–	﹤0.01%	285
2023 Q3	$21.2K	Hold	470	–	–	﹤0.01%	295
2023 Q2	$21.3K	Hold	470	–	–	﹤0.01%	291
2023 Q1	$18.7K	Hold	470	–	–	﹤0.01%	318
2022 Q4	$27.4K	Hold	470	–	–	﹤0.01%	303
2022 Q3	$27K	Hold	470	–	–	0.01%	300
2022 Q2	$29K	Hold	470	–	–	0.01%	293
2022 Q1	$31K	Hold	470	–	–	0.01%	285
2021 Q4	$30K	Hold	470	–	–	0.01%	314
2021 Q3	$29K	Hold	470	–	–	0.01%	285
2021 Q2	$31K	Hold	470	–	–	0.01%	269
2021 Q1	$29K	Hold	470	–	–	0.01%	268
2020 Q4	$30K	Hold	470	–	–	0.01%	246
2020 Q3	$25K	Hold	470	–	–	0.01%	291
2020 Q2	$28K	Hold	470	–	–	0.01%	250
2020 Q1	$23K	Hold	470	–	–	0.01%	219
2019 Q4	$34K	Hold	470	–	–	0.01%	215
2019 Q3	$29K	Hold	470	–	–	0.01%	225
2019 Q2	$26K	Hold	470	–	–	0.01%	244
2019 Q1	$27K	Hold	470	–	–	0.01%	229
2018 Q4	$27K	Sell	470 -335	-42%	-$20.4K	0.01%	210
2018 Q3	$51K	Hold	805	–	–	0.01%	191
2018 Q2	$54K	Hold	805	–	–	0.01%	260
2018 Q1	$50K	Hold	805	–	–	0.01%	261
2017 Q4	$43K	Sell	805 -355	-31%	-$19.6K	0.01%	197
2017 Q3	$64K	Hold	1,160	–	–	0.02%	165
2017 Q2	$63K	Hold	1,160	–	–	0.02%	179
2017 Q1	$60K	Hold	1,160	–	–	0.02%	163
2016 Q4	$52K	Buy	+1,160	New	+$50.5K	0.03%	174

Other funds holding SIRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Financial's SIRI Position: Q1 2024 in Review

Lee Financial sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 470 shares — an estimated $25.7K sold.

Lee Financial first reported a position in SIRI in Q4 2016 and held it in 29 quarters. The position peaked at $64K in Q3 2017. 626 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

Lee Financial reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 470 SiriusXM shares in Q1 2024, an estimated $25.7K.
Lee Financial first reported a position in SiriusXM in Q4 2016 and held it in 29 quarters.
Lee Financial's SiriusXM position peaked at $64K in Q3 2017.
626 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.