Marvin & Palmer Associates’s Comcast CMCSA Stock Holding History

Marvin & Palmer Associates’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	-99,229	Closed	-$4.46M	–	31
2019 Q4	$4.46M	Sell	99,229 -1,926	-2%	-$85.7K	2.63%	23
2019 Q3	$4.56M	Buy	101,155 +2,482	+3%	+$110K	3%	23
2019 Q2	$4.17M	Buy	98,673 +7,748	+9%	+$327K	2.77%	22
2019 Q1	$3.63M	Buy	+90,925	New	+$3.42M	2.83%	20
2017 Q3	–	Sell	-105,640	Closed	-$4.11M	–	42
2017 Q2	$4.11M	Buy	105,640 +24,300	+30%	+$958K	3.12%	18
2017 Q1	$3.06M	Buy	81,340 +20,360	+33%	+$756K	2.22%	25
2016 Q4	$2.11M	Sell	60,980 -2,820	-4%	-$94.2K	1.8%	26
2016 Q3	$2.12M	Buy	+63,800	New	+$2.12M	1.66%	27

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

Marvin & Palmer Associates's CMCSA Position: Q1 2020 in Review

Marvin & Palmer Associates sold out of Comcast (CMCSA) in Q1 2020, closing a stake of 99,229 shares — an estimated $4.46M sold.

Marvin & Palmer Associates first reported a position in CMCSA in Q3 2016 and held it in 8 quarters. The position peaked at $4.56M in Q3 2019. 1,958 funds tracked by Wall St. Rank hold CMCSA as of Q1 2020.

Marvin & Palmer Associates reported no remaining Comcast position as of Q1 2020 after selling out during the quarter.
Marvin & Palmer Associates sold 99,229 Comcast shares in Q1 2020, an estimated $4.46M.
Marvin & Palmer Associates first reported a position in Comcast in Q3 2016 and held it in 8 quarters.
Marvin & Palmer Associates's Comcast position peaked at $4.56M in Q3 2019.
1,958 funds tracked by Wall St. Rank held Comcast as of Q1 2020.

Based on Marvin & Palmer Associates's 13F filing for Q1 2020, filed 12 May 2020.