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Savant Capital’s SiriusXM SIRI Stock Holding History

Savant Capital’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
2025
Q3 		– Sell
-15,921
Closed -$366K – 1365
2025
Q2 		$366K Sell
15,921
-3,157
-17% -$67.9K ﹤0.01% 877
2025
Q1 		$430K Sell
19,078
-3,863
-17% -$91K ﹤0.01% 712
2024
Q4 		$523K Sell
22,941
-41,801
-65% -$1.07M ﹤0.01% 869
2024
Q3 		$1.53M Buy
64,742
+43,089
+199% +$1.34M 0.01% 505
2024
Q2 		$613K Buy
+21,653
New +$647K 0.01% 729
2014
Q3 		– Sell
-2,385
Closed -$83K – 200
2014
Q2 		$83K Hold
2,385
– – 0.04% 187
2014
Q1 		$76K Buy
+2,385
New +$84.3K 0.04% 179
2013
Q4 		– Sell
-2,472
Closed -$96K – 167
2013
Q3 		$96K Sell
2,472
-3,630
-59% -$135K 0.05% 152
2013
Q2 		$204K Buy
+6,102
New +$201K 0.12% 145

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Vanguard Group
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BlackRock
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KCMH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return