Welch & Forbes’s SiriusXM SIRI Stock Holding History

Welch & Forbes’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
2020 Q1	–	Sell	-3,100	Closed	-$222K	–	353
2019 Q4	$222K	Hold	3,100	–	–	﹤0.01%	338
2019 Q3	$194K	Hold	3,100	–	–	﹤0.01%	344
2019 Q2	$173K	Hold	3,100	–	–	﹤0.01%	340
2019 Q1	$176K	Hold	3,100	–	–	﹤0.01%	341
2018 Q4	$177K	Sell	3,100 -400	-11%	-$24.3K	0.01%	329
2018 Q3	$221K	Buy	+3,500	New	+$244K	0.01%	341

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Welch & Forbes's SIRI Position: Q1 2020 in Review

Welch & Forbes sold out of SiriusXM (SIRI) in Q1 2020, closing a stake of 3,100 shares — an estimated $222K sold.

Welch & Forbes first reported a position in SIRI in Q3 2018 and held it in 6 quarters. The position peaked at $222K in Q4 2019. 630 funds tracked by Wall St. Rank hold SIRI as of Q1 2020.

Welch & Forbes reported no remaining SiriusXM position as of Q1 2020 after selling out during the quarter.
Welch & Forbes sold 3,100 SiriusXM shares in Q1 2020, an estimated $222K.
Welch & Forbes first reported a position in SiriusXM in Q3 2018 and held it in 6 quarters.
Welch & Forbes's SiriusXM position peaked at $222K in Q4 2019.
630 funds tracked by Wall St. Rank held SiriusXM as of Q1 2020.

Based on Welch & Forbes's 13F filing for Q1 2020, filed 17 Apr 2020.