Appaloosa Management’s Comcast CMCSA Stock Holding History

Appaloosa Management’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-1,805,776	Closed	-$48.5M	–	46
2014 Q2	$48.5M	Hold	1,805,776	–	–	0.68%	38
2014 Q1	$45.2M	Buy	1,805,776 +1,023,776	+131%	+$26.7M	0.5%	44
2013 Q4	$20.3M	Buy	+782,000	New	+$18.8M	0.25%	52
2013 Q3	–	Sell	-2,930,064	Closed	-$61.4M	–	68
2013 Q2	$61.4M	Buy	+2,930,064	New	+$60.5M	0.89%	31

Other funds holding CMCSA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Appaloosa Management's CMCSA Position: Q3 2014 in Review

Appaloosa Management sold out of Comcast (CMCSA) in Q3 2014, closing a stake of 1,805,776 shares — an estimated $48.5M sold.

Appaloosa Management first reported a position in CMCSA in Q2 2013 and held it in 4 quarters. The position peaked at $61.4M in Q2 2013. 1,111 funds tracked by Wall St. Rank hold CMCSA as of Q3 2014.

Appaloosa Management reported no remaining Comcast position as of Q3 2014 after selling out during the quarter.
Appaloosa Management sold 1,805,776 Comcast shares in Q3 2014, an estimated $48.5M.
Appaloosa Management first reported a position in Comcast in Q2 2013 and held it in 4 quarters.
Appaloosa Management's Comcast position peaked at $61.4M in Q2 2013.
1,111 funds tracked by Wall St. Rank held Comcast as of Q3 2014.

Based on Appaloosa Management's 13F filing for Q3 2014, filed 14 Nov 2014.