Lehman & Derafelo Financial Resources’s SiriusXM SIRI Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$88.5K	Hold	1,516	–	–	0.03%	108
2022 Q3	$87K	Hold	1,516	–	–	0.03%	109
2022 Q2	$93K	Hold	1,516	–	–	0.03%	113
2022 Q1	$100K	Hold	1,516	–	–	0.03%	110
2021 Q4	$96K	Hold	1,516	–	–	0.03%	109
2021 Q3	$92K	Hold	1,516	–	–	0.03%	117
2021 Q2	$99K	Hold	1,516	–	–	0.03%	135
2021 Q1	$92K	Hold	1,516	–	–	0.03%	134
2020 Q4	$97K	Hold	1,516	–	–	0.03%	132
2020 Q3	$81K	Sell	1,516 -79	-5%	-$4.53K	0.03%	156
2020 Q2	$94K	Hold	1,595	–	–	0.03%	137
2020 Q1	$79K	Hold	1,595	–	–	0.03%	103
2019 Q4	$114K	Hold	1,595	–	–	0.04%	116
2019 Q3	$100K	Hold	1,595	–	–	0.04%	113
2019 Q2	$94K	Hold	1,595	–	–	0.04%	111
2019 Q1	$90K	Hold	1,595	–	–	0.04%	115
2018 Q4	$91K	Buy	+1,595	New	+$97K	0.05%	105

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SIRI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its SiriusXM (SIRI) position steady in Q4 2022 at 1,516 shares worth $88.5K. The position accounts for 0.03% of the portfolio, ranked #108.

Lehman & Derafelo Financial Resources first reported a position in SIRI in Q4 2018 and has held it in 17 quarters since. The position peaked at $114K in Q4 2019. 667 funds tracked by Wall St. Rank hold SIRI as of Q4 2022.

Lehman & Derafelo Financial Resources held 1,516 shares of SiriusXM worth $88.5K as of Q4 2022.
Lehman & Derafelo Financial Resources left its SiriusXM share count unchanged in Q4 2022.
SiriusXM made up 0.03% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #108 holding.
Lehman & Derafelo Financial Resources first reported a position in SiriusXM in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's SiriusXM position peaked at $114K in Q4 2019.
667 funds tracked by Wall St. Rank held SiriusXM as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.