Morningstar Investment Services’s SiriusXM SIRI Stock Holding History

Morningstar Investment Services’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
2024 Q1	–	Sell	-1,542	Closed	-$85K	–	403
2023 Q4	$85K	Buy	+1,542	New	+$74.1K	﹤0.01%	405

Other funds holding SIRI

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's SIRI Position: Q1 2024 in Review

Morningstar Investment Services sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 1,542 shares — an estimated $85K sold.

Morningstar Investment Services first reported a position in SIRI in Q4 2023 and held it in 1 quarter. The position peaked at $85K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

Morningstar Investment Services reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
Morningstar Investment Services sold 1,542 SiriusXM shares in Q1 2024, an estimated $85K.
Morningstar Investment Services first reported a position in SiriusXM in Q4 2023 and held it in 1 quarter.
Morningstar Investment Services's SiriusXM position peaked at $85K in Q4 2023.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.