Wellington Management Group
LSXMK

Wellington Management Group’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Wellington Management Group’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
2022
Q4 		– Sell
-8,451
Closed -$247K – 2142
2022
Q3 		$247K Sell
8,451
-24,417
-74% -$759K ﹤0.01% 1949
2022
Q2 		$918K Buy
32,868
+23,254
+242% +$733K ﹤0.01% 1693
2022
Q1 		$341K Sell
9,614
-291
-3% -$10.8K ﹤0.01% 1991
2021
Q4 		$390K Sell
9,905
-276
-3% -$10.7K ﹤0.01% 2030
2021
Q3 		$374K Buy
+10,181
New +$373K ﹤0.01% 2004
2019
Q1 		– Sell
-47,080
Closed -$1.33M – 2141
2018
Q4 		$1.33M Buy
47,080
+30,333
+181% +$923K ﹤0.01% 1740
2018
Q3 		$554K Sell
16,747
-10,813
-39% -$384K ﹤0.01% 2012
2018
Q2 		$952K Sell
27,560
-57,319
-68% -$1.91M ﹤0.01% 1897
2018
Q1 		$2.64M Buy
84,879
+1,558
+2% +$49.6K ﹤0.01% 1659
2017
Q4 		$2.52M Buy
+83,321
New +$2.64M ﹤0.01% 1664

Other funds holding LSXMK

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

Wellington Management Group's LSXMK Position: Q4 2022 in Review

Wellington Management Group sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q4 2022, closing a stake of 8,451 shares — an estimated $247K sold.

Wellington Management Group first reported a position in LSXMK in Q4 2017 and held it in 10 quarters. The position peaked at $2.64M in Q1 2018. 430 funds tracked by Wall St. Rank hold LSXMK as of Q4 2022.

  • Wellington Management Group reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q4 2022 after selling out during the quarter.
  • Wellington Management Group sold 8,451 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q4 2022, an estimated $247K.
  • Wellington Management Group first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q4 2017 and held it in 10 quarters.
  • Wellington Management Group's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $2.64M in Q1 2018.
  • 430 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.