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NEOS Investment Management’s SiriusXM SIRI Stock Holding History

NEOS Investment 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
2024
Q2 		– Sell
-12,750
Closed -$495K – 582
2024
Q1 		$495K Buy
12,750
+187
+1% +$8.89K 0.03% 386
2023
Q4 		$687K Sell
12,563
-744
-6% -$35.7K 0.07% 230
2023
Q3 		$601K Buy
+13,307
New +$619K 0.08% 194

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NEOS Investment Management's SIRI Position: Q2 2024 in Review

NEOS Investment Management sold out of SiriusXM (SIRI) in Q2 2024, closing a stake of 12,750 shares — an estimated $495K sold.

NEOS Investment Management first reported a position in SIRI in Q3 2023 and held it in 3 quarters. The position peaked at $687K in Q4 2023. 561 funds tracked by Wall St. Rank hold SIRI as of Q2 2024.

  • NEOS Investment Management reported no remaining SiriusXM position as of Q2 2024 after selling out during the quarter.
  • NEOS Investment Management sold 12,750 SiriusXM shares in Q2 2024, an estimated $495K.
  • NEOS Investment Management first reported a position in SiriusXM in Q3 2023 and held it in 3 quarters.
  • NEOS Investment Management's SiriusXM position peaked at $687K in Q4 2023.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q2 2024.

Based on NEOS Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.