Zhang Financial’s SiriusXM SIRI Stock Holding History

Zhang Financial’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
2019 Q4	–	Sell	-1,039	Closed	-$65K	–	106
2019 Q3	$65K	Hold	1,039	–	–	0.03%	86
2019 Q2	$58K	Hold	1,039	–	–	0.02%	89
2019 Q1	$59K	Hold	1,039	–	–	0.03%	85
2018 Q4	$59K	Hold	1,039	–	–	0.03%	81
2018 Q3	$65K	Hold	1,039	–	–	0.03%	77
2018 Q2	$71K	Hold	1,039	–	–	0.04%	76
2018 Q1	$63K	Hold	1,039	–	–	0.03%	76
2017 Q4	$55K	Hold	1,039	–	–	0.03%	81
2017 Q3	$59K	Hold	1,039	–	–	0.03%	80
2017 Q2	$55K	Hold	1,039	–	–	0.03%	76
2017 Q1	$55K	Buy	+1,039	New	+$51.1K	0.03%	78

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM

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

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Zhang Financial's SIRI Position: Q4 2019 in Review

Zhang Financial sold out of SiriusXM (SIRI) in Q4 2019, closing a stake of 1,039 shares — an estimated $65K sold.

Zhang Financial first reported a position in SIRI in Q1 2017 and held it in 11 quarters. The position peaked at $71K in Q2 2018. 633 funds tracked by Wall St. Rank hold SIRI as of Q4 2019.

Zhang Financial reported no remaining SiriusXM position as of Q4 2019 after selling out during the quarter.
Zhang Financial sold 1,039 SiriusXM shares in Q4 2019, an estimated $65K.
Zhang Financial first reported a position in SiriusXM in Q1 2017 and held it in 11 quarters.
Zhang Financial's SiriusXM position peaked at $71K in Q2 2018.
633 funds tracked by Wall St. Rank held SiriusXM as of Q4 2019.

Based on Zhang Financial's 13F filing for Q4 2019, filed 21 Jan 2020.