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Sugarloaf Wealth Management’s SiriusXM SIRI Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$6.39K Sell
280
-50
-15% -$1.27K ﹤0.01% 553
2024
Q3 		$7.81K Buy
330
+1
+0.3% +$31 ﹤0.01% 527
2024
Q2 		$9.3K Buy
329
+2
+0.6% +$60 ﹤0.01% 487
2024
Q1 		$12.7K Buy
327
+1
+0.3% +$48 ﹤0.01% 460
2023
Q4 		$17.8K Buy
326
+2
+0.6% +$96 ﹤0.01% 414
2023
Q3 		$14.7K Buy
324
+1
+0.3% +$46 ﹤0.01% 418
2023
Q2 		$14.6K Buy
323
+1
+0.3% +$38 ﹤0.01% 436
2023
Q1 		$12.8K Buy
322
+1
+0.3% +$48 ﹤0.01% 446
2022
Q4 		$18.7K Sell
321
-129
-29% -$7.93K ﹤0.01% 413
2022
Q3 		$26K Buy
450
+1
+0.2% +$63 0.01% 386
2022
Q2 		$28K Sell
449
-204
-31% -$12.7K 0.01% 370
2022
Q1 		$43K Buy
653
+23
+4% +$1.45K 0.01% 306
2021
Q4 		$40K Sell
630
-10
-2% -$625 0.01% 324
2021
Q3 		$39K Buy
640
+67
+12% +$4.21K 0.01% 315
2021
Q2 		$37K Buy
573
+1
+0.2% +$63 0.01% 318
2021
Q1 		$35 Sell
572
-98
-15% -$5.97K 0.01% 328
2020
Q4 		$43K Buy
670
+1
+0.1% +$61 0.01% 269
2020
Q3 		$36K Buy
669
+1
+0.1% +$57 0.01% 272
2020
Q2 		$39K Buy
668
+1
+0.1% +$56 0.02% 275
2020
Q1 		$33K Hold
667
– – 0.01% 270
2019
Q4 		$48K Buy
+667
New +$44.9K 0.02% 255

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Sugarloaf Wealth Management's SIRI Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its SiriusXM (SIRI) stake by 15% in Q4 2024, selling an estimated $1.27K and leaving 280 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Sugarloaf Wealth Management first reported a position in SIRI in Q4 2019 and has held it in 21 quarters since. The position peaked at $48K in Q4 2019. 554 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

  • Sugarloaf Wealth Management held 280 shares of SiriusXM worth $6.39K as of Q4 2024.
  • Sugarloaf Wealth Management sold 50 SiriusXM shares in Q4 2024, an estimated $1.27K.
  • SiriusXM made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #553 holding.
  • Sugarloaf Wealth Management first reported a position in SiriusXM in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's SiriusXM position peaked at $48K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.