Oak Family Advisors’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Oak Family Advisors’s Portfolio LSXMK Stock Details LSXMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,438	Closed	-$429K	–	136
2024 Q1	$429K	Sell	14,438 -13,728	-49%	-$412K	0.16%	89
2023 Q4	$811K	Buy	28,166 +6,400	+29%	+$168K	0.34%	65
2023 Q3	$554K	Sell	21,766 -49,918	-70%	-$1.21M	0.26%	71
2023 Q2	$1.82M	Buy	71,684 +6,479	+10%	+$145K	0.86%	36
2023 Q1	$1.41M	Buy	+65,205	New	+$1.72M	0.7%	42
2022 Q4	–	Sell	-62,734	Closed	-$1.83M	–	125
2022 Q3	$1.83M	Buy	62,734 +8,682	+16%	+$270K	0.98%	30
2022 Q2	$1.51M	Sell	54,052 -4,488	-8%	-$142K	0.76%	37
2022 Q1	$2.07M	Buy	58,540 +15,264	+35%	+$566K	0.81%	33
2021 Q4	$1.71M	Buy	43,276 +21,425	+98%	+$831K	0.64%	41
2021 Q3	$803K	Buy	+21,851	New	+$802K	0.29%	56

Other funds holding LSXMK

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

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

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

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Oak Family Advisors's LSXMK Position: Q2 2024 in Review

Oak Family Advisors sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q2 2024, closing a stake of 14,438 shares — an estimated $429K sold.

Oak Family Advisors first reported a position in LSXMK in Q3 2021 and held it in 10 quarters. The position peaked at $2.07M in Q1 2022. 347 funds tracked by Wall St. Rank hold LSXMK as of Q2 2024.

Oak Family Advisors reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q2 2024 after selling out during the quarter.
Oak Family Advisors sold 14,438 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q2 2024, an estimated $429K.
Oak Family Advisors first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2021 and held it in 10 quarters.
Oak Family Advisors's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $2.07M in Q1 2022.
347 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q2 2024.

Based on Oak Family Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.