WT
LSXMK

Whittier Trust’s Liberty Media Corporation Series C Liberty SiriusXM Common Stock LSXMK Stock Holding History

Whittier Trust’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
2024
Q3 		– Sell
-4,332
Closed -$96K – 1595
2024
Q2 		$96K Buy
+4,332
New +$103K ﹤0.01% 783
2024
Q1 		– Sell
-62
Closed -$1.78K – 1573
2023
Q4 		$1.78K Hold
62
– – ﹤0.01% 1407
2023
Q3 		$1.58K Sell
62
-18
-23% -$437 ﹤0.01% 1488
2023
Q2 		$2.03K Sell
80
-87
-52% -$1.95K ﹤0.01% 1448
2023
Q1 		$3.61K Hold
167
– – ﹤0.01% 1434
2022
Q4 		$5.05K Hold
167
– – ﹤0.01% 1389
2022
Q3 		$5K Hold
167
– – ﹤0.01% 1462
2022
Q2 		$5K Hold
167
– – ﹤0.01% 1460
2022
Q1 		$6K Hold
167
– – ﹤0.01% 1434
2021
Q4 		$7K Buy
167
+81
+94% +$3.14K ﹤0.01% 1376
2021
Q3 		$3K Sell
86
-403
-82% -$14.8K ﹤0.01% 1400
2021
Q2 		$18K Hold
489
– – ﹤0.01% 1177
2021
Q1 		$17K Hold
489
– – ﹤0.01% 1170
2020
Q4 		$16K Sell
489
-9
-2% -$274 ﹤0.01% 1093
2020
Q3 		$13K Buy
498
+402
+419% +$10.9K ﹤0.01% 1090
2020
Q2 		$3K Buy
96
+12
+14% +$309 ﹤0.01% 1246
2020
Q1 		$2K Hold
84
– – ﹤0.01% 1362
2019
Q4 		$3K Buy
84
+8
+11% +$279 ﹤0.01% 1331
2019
Q3 		$2K Buy
+76
New +$2.36K ﹤0.01% 1404
2019
Q1 		– Sell
-357
Closed -$10K – 1511
2018
Q4 		$10K Buy
+357
New +$10.9K ﹤0.01% 1099
2016
Q4 		– Sell
-71
Closed -$2K – 1231
2016
Q3 		$2K Hold
71
– – ﹤0.01% 1123
2016
Q2 		$2K Buy
+71
New +$1.7K ﹤0.01% 1143

Other funds holding LSXMK

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Whittier Trust's LSXMK Position: Q3 2024 in Review

Whittier Trust sold out of Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) in Q3 2024, closing a stake of 4,332 shares — an estimated $96K sold.

Whittier Trust first reported a position in LSXMK in Q2 2016 and held it in 22 quarters. The position peaked at $96K in Q2 2024. 6 funds tracked by Wall St. Rank hold LSXMK as of Q3 2024.

  • Whittier Trust reported no remaining Liberty Media Corporation Series C Liberty SiriusXM Common Stock position as of Q3 2024 after selling out during the quarter.
  • Whittier Trust sold 4,332 Liberty Media Corporation Series C Liberty SiriusXM Common Stock shares in Q3 2024, an estimated $96K.
  • Whittier Trust first reported a position in Liberty Media Corporation Series C Liberty SiriusXM Common Stock in Q2 2016 and held it in 22 quarters.
  • Whittier Trust's Liberty Media Corporation Series C Liberty SiriusXM Common Stock position peaked at $96K in Q2 2024.
  • 6 funds tracked by Wall St. Rank held Liberty Media Corporation Series C Liberty SiriusXM Common Stock as of Q3 2024.

Based on Whittier Trust's 13F filing for Q3 2024, filed 21 Oct 2024.