NEI
LSXMA

Northwest & Ethical Investments’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History

Northwest & Ethical Investments’s Portfolio LSXMA Stock Details LSXMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-38,094
Closed -$1.33M – 388
2019
Q4 		$1.33M Hold
38,094
– – 0.06% 295
2019
Q3 		$1.14M Hold
38,094
– – 0.06% 303
2019
Q2 		$1.04M Hold
38,094
– – 0.05% 313
2019
Q1 		$1.05M Hold
38,094
– – 0.05% 310
2018
Q4 		$1.01M Buy
38,094
+19,851
+109% +$572K 0.06% 310
2018
Q3 		$573K Buy
+18,243
New +$612K 0.04% 317

Other funds holding LSXMA

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 $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest & Ethical Investments's LSXMA Position: Q1 2020 in Review

Northwest & Ethical Investments sold out of Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA) in Q1 2020, closing a stake of 38,094 shares — an estimated $1.33M sold.

Northwest & Ethical Investments first reported a position in LSXMA in Q3 2018 and held it in 6 quarters. The position peaked at $1.33M in Q4 2019. 346 funds tracked by Wall St. Rank hold LSXMA as of Q1 2020.

  • Northwest & Ethical Investments reported no remaining Liberty Media Corporation Series A Liberty SiriusXM Common Stock position as of Q1 2020 after selling out during the quarter.
  • Northwest & Ethical Investments sold 38,094 Liberty Media Corporation Series A Liberty SiriusXM Common Stock shares in Q1 2020, an estimated $1.33M.
  • Northwest & Ethical Investments first reported a position in Liberty Media Corporation Series A Liberty SiriusXM Common Stock in Q3 2018 and held it in 6 quarters.
  • Northwest & Ethical Investments's Liberty Media Corporation Series A Liberty SiriusXM Common Stock position peaked at $1.33M in Q4 2019.
  • 346 funds tracked by Wall St. Rank held Liberty Media Corporation Series A Liberty SiriusXM Common Stock as of Q1 2020.

Based on Northwest & Ethical Investments's 13F filing for Q1 2020, filed 8 Jul 2025.