SC&H Financial Advisors’s Comcast CMCSA Stock Holding History

SC&H Financial Advisors’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
2023 Q4	–	Sell	-5,715	Closed	-$253K	–	140
2023 Q3	$253K	Buy	5,715 +110	+2%	+$4.91K	0.08%	116
2023 Q2	$233K	Sell	5,605 -291	-5%	-$11.6K	0.08%	121
2023 Q1	$224K	Buy	+5,896	New	+$223K	0.08%	123
2022 Q4	–	Sell	-7,474	Closed	-$219K	–	128
2022 Q3	$219K	Sell	7,474 -614	-8%	-$23K	0.11%	122
2022 Q2	$317K	Buy	8,088 +1,237	+18%	+$53K	0.15%	109
2022 Q1	$321K	Sell	6,851 -2,615	-28%	-$126K	0.15%	118
2021 Q4	$476K	Buy	+9,466	New	+$493K	0.26%	87

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SC&H Financial Advisors's CMCSA Position: Q4 2023 in Review

SC&H Financial Advisors sold out of Comcast (CMCSA) in Q4 2023, closing a stake of 5,715 shares — an estimated $253K sold.

SC&H Financial Advisors first reported a position in CMCSA in Q4 2021 and held it in 7 quarters. The position peaked at $476K in Q4 2021. 2,469 funds tracked by Wall St. Rank hold CMCSA as of Q4 2023.

SC&H Financial Advisors reported no remaining Comcast position as of Q4 2023 after selling out during the quarter.
SC&H Financial Advisors sold 5,715 Comcast shares in Q4 2023, an estimated $253K.
SC&H Financial Advisors first reported a position in Comcast in Q4 2021 and held it in 7 quarters.
SC&H Financial Advisors's Comcast position peaked at $476K in Q4 2021.
2,469 funds tracked by Wall St. Rank held Comcast as of Q4 2023.

Based on SC&H Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.