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Lansdowne Partners Limited Partnership’s Comcast CMCSA Stock Holding History

Lansdowne Partners Limited Partnership’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
Q1 		$1.34B Buy
53,590,652
+11,604,256
+28% +$302M 11.27% 1
2013
Q4 		$1.09B Sell
41,986,396
-2,442,322
-5% -$58.8M 9.45% 4
2013
Q3 		$1B Buy
44,428,718
+3,557,988
+9% +$77.5M 10.93% 1
2013
Q2 		$853M Buy
+40,870,730
New +$844M 10.76% 1

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lansdowne Partners Limited Partnership's CMCSA Position: Q1 2014 in Review

Lansdowne Partners Limited Partnership increased its Comcast (CMCSA) stake by 28% in Q1 2014, buying an estimated $302M and bringing the position to 53,590,652 shares worth $1.34B. The position accounts for 11.27% of the portfolio, ranked #1.

Lansdowne Partners Limited Partnership first reported a position in CMCSA in Q2 2013 and has held it in 4 quarters since. 1,076 funds tracked by Wall St. Rank hold CMCSA as of Q1 2014.

  • Lansdowne Partners Limited Partnership held 53,590,652 shares of Comcast worth $1.34B as of Q1 2014.
  • Lansdowne Partners Limited Partnership bought 11,604,256 Comcast shares in Q1 2014, an estimated $302M.
  • Comcast made up 11.27% of Lansdowne Partners Limited Partnership's portfolio in Q1 2014, its #1 holding.
  • Lansdowne Partners Limited Partnership first reported a position in Comcast in Q2 2013 and has held it in 4 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Comcast as of Q1 2014.

Based on Lansdowne Partners Limited Partnership's 13F filing for Q1 2014, filed 14 May 2014.