Richard Pzena’s SiriusXM SIRI Stock Holding History

Richard Pzena’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
2023 Q3	–	Sell	-3,381	Closed	-$153K	–	171
2023 Q2	$153K	Sell	3,381 -485	-13%	-$18.3K	﹤0.01%	160
2023 Q1	$153K	Sell	3,866 -1,538	-28%	-$73.7K	﹤0.01%	162
2022 Q4	$316K	Buy	5,404 +3,332	+161%	+$205K	﹤0.01%	165
2022 Q3	$118K	Hold	2,072	–	–	﹤0.01%	174
2022 Q2	$127K	Hold	2,072	–	–	﹤0.01%	167
2022 Q1	$137K	Buy	+2,072	New	+$130K	﹤0.01%	176
2021 Q2	–	Sell	-1,087	Closed	-$66K	–	170
2021 Q1	$66K	Buy	+1,087	New	+$66.3K	﹤0.01%	170

Other funds holding SIRI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Richard Pzena's SIRI Position: Q3 2023 in Review

Richard Pzena sold out of SiriusXM (SIRI) in Q3 2023, closing a stake of 3,381 shares — an estimated $153K sold.

Richard Pzena first reported a position in SIRI in Q1 2021 and held it in 7 quarters. The position peaked at $316K in Q4 2022. 606 funds tracked by Wall St. Rank hold SIRI as of Q3 2023.

Richard Pzena reported no remaining SiriusXM position as of Q3 2023 after selling out during the quarter.
Richard Pzena sold 3,381 SiriusXM shares in Q3 2023, an estimated $153K.
Richard Pzena first reported a position in SiriusXM in Q1 2021 and held it in 7 quarters.
Richard Pzena's SiriusXM position peaked at $316K in Q4 2022.
606 funds tracked by Wall St. Rank held SiriusXM as of Q3 2023.

Based on Pzena Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.