Lido Advisors

Lido Advisors’s SiriusXM SIRI Stock Holding History

Lido Advisors’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
2026 Q1	$280K	Buy	+12,138	New	+$261K	﹤0.01%	1603
2024 Q2	–	Sell	-1,931	Closed	-$74.9K	–	1472
2024 Q1	$74.9K	Sell	1,931 -1,886	-49%	-$89.7K	﹤0.01%	1336
2023 Q4	$209K	Buy	+3,817	New	+$183K	﹤0.01%	1195
2023 Q3	–	Sell	-9,900	Closed	-$448K	–	1301
2023 Q2	$448K	Sell	9,900 -537	-5%	-$20.3K	﹤0.01%	779
2023 Q1	$414K	Buy	10,437 +540	+5%	+$25.9K	﹤0.01%	747
2022 Q4	$578K	Hold	9,897	–	–	0.01%	545
2022 Q3	$565K	Sell	9,897 -1,651	-14%	-$104K	0.01%	519
2022 Q2	$707K	Sell	11,548 -1,817	-14%	-$113K	0.01%	434
2022 Q1	$884K	Buy	13,365 +400	+3%	+$25.2K	0.01%	425
2021 Q4	$823K	Hold	12,965	–	–	0.01%	464
2021 Q3	$790K	Sell	12,965 -651	-5%	-$40.9K	0.01%	459
2021 Q2	$890K	Buy	13,616 +254	+2%	+$15.9K	0.01%	409
2021 Q1	$814K	Buy	+13,362	New	+$814K	0.01%	382
2016 Q4	–	Sell	-2,050	Closed	-$85K	–	236
2016 Q3	$85K	Hold	2,050	–	–	0.03%	149
2016 Q2	$81K	Buy	+2,050	New	+$80.5K	0.03%	153

Other funds holding SIRI

Berkshire Hathaway

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 Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management

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

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