LifePlan Financial Group’s SiriusXM SIRI Stock Holding History

LifePlan Financial Group’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 Q3	$15K	Buy	288 +74	+35%	+$4.24K	0.01%	372
2020 Q2	$13K	Hold	214	–	–	0.01%	391
2020 Q1	$11K	Hold	214	–	–	0.01%	391
2019 Q4	$15K	Hold	214	–	–	0.01%	384
2019 Q3	$13K	Buy	214 +100	+88%	+$6.15K	0.01%	392
2019 Q2	$6K	Hold	114	–	–	﹤0.01%	447
2019 Q1	$6K	Hold	114	–	–	﹤0.01%	442
2018 Q4	$7K	Hold	114	–	–	﹤0.01%	414
2018 Q3	$7K	Hold	114	–	–	﹤0.01%	420
2018 Q2	$8K	Hold	114	–	–	﹤0.01%	396
2018 Q1	$7K	Buy	+114	New	+$6.84K	﹤0.01%	394
2014 Q2	–	Sell	-50	Closed	-$2K	–	190
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	235
2013 Q4	$2K	Hold	50	–	–	﹤0.01%	222
2013 Q3	$2K	Hold	50	–	–	﹤0.01%	198
2013 Q2	$2K	Buy	+50	New	+$1.64K	﹤0.01%	173

Other funds holding SIRI

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

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

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

DCP

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

LifePlan Financial Group's SIRI Position: Q3 2020 in Review

LifePlan Financial Group increased its SiriusXM (SIRI) stake by 35% in Q3 2020, buying an estimated $4.24K and bringing the position to 288 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #372.

LifePlan Financial Group first reported a position in SIRI in Q2 2013 and has held it in 15 quarters since. 637 funds tracked by Wall St. Rank hold SIRI as of Q3 2020.

LifePlan Financial Group held 288 shares of SiriusXM worth $15K as of Q3 2020.
LifePlan Financial Group bought 74 SiriusXM shares in Q3 2020, an estimated $4.24K.
SiriusXM made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #372 holding.
LifePlan Financial Group first reported a position in SiriusXM in Q2 2013 and has held it in 15 quarters since.
637 funds tracked by Wall St. Rank held SiriusXM as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.