Hitchwood Capital Management’s Comcast CMCSA Stock Holding History

Hitchwood Capital 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
2020 Q1	–	Sell	-1,350,000	Closed	-$60.7M	–	38
2019 Q4	$60.7M	Buy	+1,350,000	New	+$60.1M	1.45%	16
2017 Q1	–	Sell	-4,000,000	Closed	-$138M	–	44
2016 Q4	$138M	Buy	+4,000,000	New	+$134M	4.78%	7
2016 Q3	–	Sell	-5,400,000	Closed	-$176M	–	33
2016 Q2	$176M	Buy	5,400,000 +1,000,000	+23%	+$31.1M	4.25%	7
2016 Q1	$134M	Buy	4,400,000 +1,400,000	+47%	+$40.2M	3.64%	9
2015 Q4	$84.6M	Buy	+3,000,000	New	+$90.3M	2.25%	18

Other funds holding CMCSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Hitchwood Capital Management's CMCSA Position: Q1 2020 in Review

Hitchwood Capital Management sold out of Comcast (CMCSA) in Q1 2020, closing a stake of 1,350,000 shares — an estimated $60.7M sold.

Hitchwood Capital Management first reported a position in CMCSA in Q4 2015 and held it in 5 quarters. The position peaked at $176M in Q2 2016. 1,957 funds tracked by Wall St. Rank hold CMCSA as of Q1 2020.

Hitchwood Capital Management reported no remaining Comcast position as of Q1 2020 after selling out during the quarter.
Hitchwood Capital Management sold 1,350,000 Comcast shares in Q1 2020, an estimated $60.7M.
Hitchwood Capital Management first reported a position in Comcast in Q4 2015 and held it in 5 quarters.
Hitchwood Capital Management's Comcast position peaked at $176M in Q2 2016.
1,957 funds tracked by Wall St. Rank held Comcast as of Q1 2020.

Based on Hitchwood Capital Management's 13F filing for Q1 2020, filed 15 May 2020.