Sea Otter Advisors’s SiriusXM SIRI Stock Holding History

Sea Otter Advisors’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 Q1	–	Sell	-11,850	Closed	-$6.06M	–	154
2023 Q4	$6.06M	Sell	11,850 -49,000	-81%	-$2.35M	4.01%	5
2023 Q3	$2.75M	Buy	60,850 +20,160	+50%	+$937K	1.53%	14
2023 Q2	$1.84M	Buy	+40,690	New	+$1.54M	1.02%	25

Other funds holding SIRI

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sea Otter Advisors's SIRI Position: Q1 2024 in Review

Sea Otter Advisors sold out of SiriusXM (SIRI) in Q1 2024, closing a stake of 4,000 shares — an estimated $219K sold.

Sea Otter Advisors first reported a position in SIRI in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 627 funds tracked by Wall St. Rank hold SIRI as of Q1 2024.

Sea Otter Advisors reported no remaining SiriusXM position as of Q1 2024 after selling out during the quarter.
Sea Otter Advisors sold 4,000 SiriusXM shares in Q1 2024, an estimated $219K.
Sea Otter Advisors first reported a position in SiriusXM in Q4 2023 and held it in 1 quarter.
Sea Otter Advisors's SiriusXM position peaked at $219K in Q4 2023.
627 funds tracked by Wall St. Rank held SiriusXM as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.