Hudson Value Partners’s Comcast CMCSA Stock Holding History

Hudson Value Partners’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
2024 Q4	–	Sell	-14,137	Closed	-$591K	–	97
2024 Q3	$591K	Hold	14,137	–	–	0.23%	74
2024 Q2	$554K	Hold	14,137	–	–	0.23%	72
2024 Q1	$613K	Hold	14,137	–	–	0.26%	68
2023 Q4	$620K	Sell	14,137 -366	-3%	-$15.7K	0.29%	68
2023 Q3	$643K	Hold	14,503	–	–	0.34%	67
2023 Q2	$603K	Hold	14,503	–	–	0.31%	70
2023 Q1	$550K	Hold	14,503	–	–	0.31%	71
2022 Q4	$507K	Buy	14,503 +550	+4%	+$18.2K	0.31%	73
2022 Q3	$409K	Sell	13,953 -1,550	-10%	-$58K	0.28%	79
2022 Q2	$608K	Sell	15,503 -4,050	-21%	-$174K	0.39%	63
2022 Q1	$915K	Hold	19,553	–	–	0.47%	59
2021 Q4	$984K	Sell	19,553 -297	-1%	-$15.5K	0.48%	59
2021 Q3	$1.11M	Sell	19,850 -200	-1%	-$11.7K	0.61%	53
2021 Q2	$1.14M	Hold	20,050	–	–	0.63%	53
2021 Q1	$1.08M	Buy	20,050 +1,407	+8%	+$74.3K	0.66%	53
2020 Q4	$955K	Buy	+18,643	New	+$893K	0.64%	52

Other funds holding CMCSA

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudson Value Partners's CMCSA Position: Q4 2024 in Review

Hudson Value Partners sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 14,137 shares — an estimated $591K sold.

Hudson Value Partners first reported a position in CMCSA in Q4 2020 and held it in 16 quarters. The position peaked at $1.14M in Q2 2021. 2,459 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

Hudson Value Partners reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
Hudson Value Partners sold 14,137 Comcast shares in Q4 2024, an estimated $591K.
Hudson Value Partners first reported a position in Comcast in Q4 2020 and held it in 16 quarters.
Hudson Value Partners's Comcast position peaked at $1.14M in Q2 2021.
2,459 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on Hudson Value Partners's 13F filing for Q4 2024, filed 3 Feb 2025.