Lehman Financial Resources’s SiriusXM SIRI Stock Holding History

Lehman 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
2018 Q3	$100K	Hold	1,595	–	–	0.05%	101
2018 Q2	$107K	Sell	1,595 -20	-1%	-$1.35K	0.05%	85
2018 Q1	$100K	Hold	1,615	–	–	0.05%	80
2017 Q4	$86K	Hold	1,615	–	–	0.04%	80
2017 Q3	$89K	Hold	1,615	–	–	0.05%	67
2017 Q2	$86K	Hold	1,615	–	–	0.05%	61
2017 Q1	$83K	Hold	1,615	–	–	0.05%	62
2016 Q4	$71K	Hold	1,615	–	–	0.04%	60
2016 Q3	$67K	Buy	1,615 +93	+6%	+$3.88K	0.04%	56
2016 Q2	$60K	Hold	1,522	–	–	0.03%	60
2016 Q1	$60K	Hold	1,522	–	–	0.03%	61
2015 Q4	$61K	Hold	1,522	–	–	0.03%	59
2015 Q3	$56K	Hold	1,522	–	–	0.03%	138
2015 Q2	$56K	Hold	1,522	–	–	0.03%	143
2015 Q1	$58K	Hold	1,522	–	–	0.03%	144
2014 Q4	$53K	Sell	1,522 -600	-28%	-$20.7K	0.03%	140
2014 Q3	$74K	Hold	2,122	–	–	0.04%	107
2014 Q2	$73K	Hold	2,122	–	–	0.03%	112
2014 Q1	$68K	Buy	2,122 +100	+5%	+$3.54K	0.04%	109
2013 Q4	$71K	Buy	2,022 +600	+42%	+$22.4K	0.04%	95
2013 Q3	$55K	Sell	1,422 -35	-2%	-$1.3K	0.04%	107
2013 Q2	$49K	Buy	+1,457	New	+$47.9K	0.03%	104

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

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

Lehman Financial Resources's SIRI Position: Q3 2018 in Review

Lehman Financial Resources held its SiriusXM (SIRI) position steady in Q3 2018 at 1,595 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #101.

Lehman Financial Resources first reported a position in SIRI in Q2 2013 and has held it in 22 quarters since. The position peaked at $107K in Q2 2018. 585 funds tracked by Wall St. Rank hold SIRI as of Q3 2018.

Lehman Financial Resources held 1,595 shares of SiriusXM worth $100K as of Q3 2018.
Lehman Financial Resources left its SiriusXM share count unchanged in Q3 2018.
SiriusXM made up 0.05% of Lehman Financial Resources's portfolio in Q3 2018, its #101 holding.
Lehman Financial Resources first reported a position in SiriusXM in Q2 2013 and has held it in 22 quarters since.
Lehman Financial Resources's SiriusXM position peaked at $107K in Q2 2018.
585 funds tracked by Wall St. Rank held SiriusXM as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.