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Madison Wealth Management’s Comcast CMCSA Stock Holding History

Madison 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
2021
Q2 		– Sell
-17,500
Closed -$947K – 145
2021
Q1 		$947K Hold
17,500
– – 0.23% 88
2020
Q4 		$917K Hold
17,500
– – 0.24% 78
2020
Q3 		$810K Buy
+17,500
New +$761K 0.24% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Wealth Management's CMCSA Position: Q3 2023 in Review

Madison Wealth Management reduced its Comcast (CMCSA) stake by 0.11% in Q3 2023, selling an estimated $3.93K and leaving 82,287 shares worth $3.65M. The position accounts for 0.77% of the portfolio, ranked #39.

Madison Wealth Management first reported a position in CMCSA in Q4 2019 and has held it in 16 quarters since. The position peaked at $13.6M in Q2 2021. 2,328 funds tracked by Wall St. Rank hold CMCSA as of Q3 2023.

  • Madison Wealth Management held 82,287 shares of Comcast worth $3.65M as of Q3 2023.
  • Madison Wealth Management sold 88 Comcast shares in Q3 2023, an estimated $3.93K.
  • Comcast made up 0.77% of Madison Wealth Management's portfolio in Q3 2023, its #39 holding.
  • Madison Wealth Management first reported a position in Comcast in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Comcast position peaked at $13.6M in Q2 2021.
  • 2,328 funds tracked by Wall St. Rank held Comcast as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.