WI
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Wintrust Investments’s SiriusXM SIRI Stock Holding History

Wintrust Investments’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 		$27K Sell
1,208
-33
-3% -$842 0.02% 343
2024
Q3 		$29K Buy
+1,241
New +$38.5K 0.02% 411

Other funds holding SIRI

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
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Wintrust Investments's SIRI Position: Q4 2024 in Review

Wintrust Investments reduced its SiriusXM (SIRI) stake by 2.7% in Q4 2024, selling an estimated $842 and leaving 1,208 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #343.

Wintrust Investments first reported a position in SIRI in Q3 2024 and has held it in 2 quarters since. The position peaked at $29K in Q3 2024. 555 funds tracked by Wall St. Rank hold SIRI as of Q4 2024.

  • Wintrust Investments held 1,208 shares of SiriusXM worth $27K as of Q4 2024.
  • Wintrust Investments sold 33 SiriusXM shares in Q4 2024, an estimated $842.
  • SiriusXM made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #343 holding.
  • Wintrust Investments first reported a position in SiriusXM in Q3 2024 and has held it in 2 quarters since.
  • Wintrust Investments's SiriusXM position peaked at $29K in Q3 2024.
  • 555 funds tracked by Wall St. Rank held SiriusXM as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.