Lenox Wealth Management’s SiriusXM SIRI Stock Holding History

Lenox Wealth Management’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
2020 Q2	$16K	Hold	287	–	–	﹤0.01%	373
2020 Q1	$14K	Hold	287	–	–	﹤0.01%	359
2019 Q4	$21K	Hold	287	–	–	0.01%	356
2019 Q3	$17K	Hold	287	–	–	﹤0.01%	385
2019 Q2	$16K	Hold	287	–	–	﹤0.01%	377
2019 Q1	$16K	Hold	287	–	–	0.01%	388
2018 Q4	$16K	Hold	287	–	–	0.01%	328
2018 Q3	$18K	Hold	287	–	–	0.01%	344
2018 Q2	$19K	Hold	287	–	–	0.01%	301
2018 Q1	$17K	Buy	287 +86	+43%	+$5.16K	0.01%	310
2017 Q4	$11K	Hold	201	–	–	﹤0.01%	377
2017 Q3	$11K	Hold	201	–	–	﹤0.01%	385
2017 Q2	$11K	Hold	201	–	–	﹤0.01%	366
2017 Q1	$10K	Buy	201 +90	+81%	+$4.42K	0.01%	166
2016 Q4	$5K	Hold	111	–	–	﹤0.01%	195
2016 Q3	$5K	Hold	111	–	–	﹤0.01%	186
2016 Q2	$4K	Hold	111	–	–	﹤0.01%	196
2016 Q1	$4K	Hold	111	–	–	﹤0.01%	204
2015 Q4	$5K	Buy	+111	New	+$4.49K	﹤0.01%	194

Other funds holding SIRI

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lenox Wealth Management's SIRI Position: Q2 2020 in Review

Lenox Wealth Management held its SiriusXM (SIRI) position steady in Q2 2020 at 287 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Lenox Wealth Management first reported a position in SIRI in Q4 2015 and has held it in 19 quarters since. The position peaked at $21K in Q4 2019. 636 funds tracked by Wall St. Rank hold SIRI as of Q2 2020.

Lenox Wealth Management held 287 shares of SiriusXM worth $16K as of Q2 2020.
Lenox Wealth Management left its SiriusXM share count unchanged in Q2 2020.
SiriusXM made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #373 holding.
Lenox Wealth Management first reported a position in SiriusXM in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's SiriusXM position peaked at $21K in Q4 2019.
636 funds tracked by Wall St. Rank held SiriusXM as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.