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Lyell Wealth Management’s Comcast CMCSA Stock Holding History

Lyell Wealth 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
2024
Q1 		– Sell
-7,044
Closed -$309K – 199
2023
Q4 		$309K Hold
7,044
– – 0.04% 162
2023
Q3 		$312K Hold
7,044
– – 0.04% 147
2023
Q2 		$293K Sell
7,044
-19,859
-74% -$789K 0.04% 160
2023
Q1 		$1.02M Sell
26,903
-15,043
-36% -$569K 0.14% 108
2022
Q4 		$1.47M Sell
41,946
-49,566
-54% -$1.64M 0.23% 91
2022
Q3 		$2.68M Sell
91,512
-10,836
-11% -$405K 0.46% 73
2022
Q2 		$4.02M Sell
102,348
-19,481
-16% -$835K 0.65% 58
2022
Q1 		$5.7M Buy
121,829
+5,575
+5% +$269K 0.73% 45
2021
Q4 		$5.85M Buy
116,254
+656
+0.6% +$34.2K 0.67% 55
2021
Q3 		$6.46M Buy
115,598
+2,610
+2% +$152K 0.79% 48
2021
Q2 		$6.44M Buy
112,988
+6,103
+6% +$341K 0.8% 47
2021
Q1 		$5.78M Buy
106,885
+5,794
+6% +$306K 0.84% 49
2020
Q4 		$5.3M Buy
101,091
+3,138
+3% +$150K 0.85% 49
2020
Q3 		$4.53M Buy
97,953
+5,906
+6% +$257K 0.85% 48
2020
Q2 		$3.61M Buy
92,047
+5,871
+7% +$224K 0.79% 51
2020
Q1 		$2.98M Buy
86,176
+31,214
+57% +$1.32M 0.89% 46
2019
Q4 		$2.47M Buy
+54,962
New +$2.45M 0.66% 53

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lyell Wealth Management's CMCSA Position: Q1 2024 in Review

Lyell Wealth Management sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 7,044 shares — an estimated $309K sold.

Lyell Wealth Management first reported a position in CMCSA in Q4 2019 and held it in 17 quarters. The position peaked at $6.46M in Q3 2021. 2,440 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

  • Lyell Wealth Management reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 7,044 Comcast shares in Q1 2024, an estimated $309K.
  • Lyell Wealth Management first reported a position in Comcast in Q4 2019 and held it in 17 quarters.
  • Lyell Wealth Management's Comcast position peaked at $6.46M in Q3 2021.
  • 2,440 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Lyell Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.