WRF
LSXMK

Waddell & Reed Financial’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Waddell & Reed Financial’s Portfolio LSXMK Stock Details LSXMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$45.4M Sell
1,328,786
-94,025
-7% -$3.16M 0.09% 253
2020
Q4 		$48M Buy
1,422,811
+263,364
+23% +$8.03M 0.1% 234
2020
Q3 		$29.7M Buy
+1,159,447
New +$31.4M 0.07% 286

Other funds holding LSXMK

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Waddell & Reed Financial's LSXMK Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) stake by 6.6% in Q1 2021, selling an estimated $3.16M and leaving 1,328,786 shares worth $45.4M. The position accounts for 0.09% of the portfolio, ranked #253.

Waddell & Reed Financial first reported a position in LSXMK in Q3 2020 and has held it in 3 quarters since. The position peaked at $48M in Q4 2020. 413 funds tracked by Wall St. Rank hold LSXMK as of Q1 2021.

  • Waddell & Reed Financial held 1,328,786 shares of Liberty Media Corporation Series C Liberty SiriusXM Common Stock worth $45.4M as of Q1 2021.
  • Waddell & Reed Financial sold 94,025 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q1 2021, an estimated $3.16M.
  • Liberty Media Corporation Series C Liberty SiriusXM Common Stock made up 0.09% of Waddell & Reed Financial's portfolio in Q1 2021, its #253 holding.
  • Waddell & Reed Financial first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q3 2020 and has held it in 3 quarters since.
  • Waddell & Reed Financial's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $48M in Q4 2020.
  • 413 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.