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 $5.7T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return