Orion Portfolio Solutions’s SiriusXM SIRI Stock Holding History

Orion Portfolio Solutions’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 Q3	–	Sell	-3,822	Closed	-$108K	–	1840
2024 Q2	$108K	Buy	3,822 +58	+2%	+$1.73K	﹤0.01%	1678
2024 Q1	$146K	Buy	3,764 +2,605	+225%	+$124K	﹤0.01%	1638
2023 Q4	$63.5K	Buy	1,159 +42	+4%	+$2.02K	﹤0.01%	1628
2023 Q3	$50.5K	Buy	1,117 +96	+9%	+$4.46K	﹤0.01%	1594
2023 Q2	$46.2K	Sell	1,021 -572	-36%	-$21.6K	﹤0.01%	1615
2023 Q1	$63.2K	Buy	1,593 +13	+0.8%	+$623	﹤0.01%	1538
2022 Q4	$92.3K	Buy	+1,580	New	+$97.1K	﹤0.01%	790
2021 Q1	–	Sell	-1,020	Closed	-$65K	–	563
2020 Q4	$65K	Sell	1,020 -112	-10%	-$6.88K	﹤0.01%	492
2020 Q3	$61K	Buy	1,132 +42	+4%	+$2.41K	﹤0.01%	437
2020 Q2	$64K	Sell	1,090 -213	-16%	-$11.9K	﹤0.01%	651
2020 Q1	$64K	Buy	1,303 +184	+16%	+$12K	﹤0.01%	535
2019 Q4	$80K	Buy	+1,119	New	+$75.4K	0.01%	455

Other funds holding SIRI

Berkshire Hathaway

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Geode Capital Management

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return