Schechter Investment Advisors’s Comcast CMCSA Stock Holding History

Schechter Investment 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
2025 Q1	$1.48M	Sell	39,979 -6,366	-14%	-$230K	0.12%	167
2024 Q4	$1.74M	Sell	46,345 -3,717	-7%	-$154K	0.13%	145
2024 Q3	$2.09M	Buy	50,062 +1,483	+3%	+$58.5K	0.15%	125
2024 Q2	$1.9M	Sell	48,579 -534	-1%	-$20.9K	0.14%	127
2024 Q1	$2.13M	Sell	49,113 -939	-2%	-$40.5K	0.16%	115
2023 Q4	$2.19M	Buy	50,052 +59	+0.1%	+$2.53K	0.19%	102
2023 Q3	$2.22M	Buy	49,993 +779	+2%	+$34.8K	0.21%	88
2023 Q2	$2.04M	Buy	49,214 +505	+1%	+$20.1K	0.18%	106
2023 Q1	$1.85M	Buy	48,709 +2,147	+5%	+$81.2K	0.17%	119
2022 Q4	$1.63M	Buy	46,562 +16,539	+55%	+$547K	0.15%	156
2022 Q3	$882K	Sell	30,023 -11,094	-27%	-$415K	0.09%	326
2022 Q2	$1.61M	Sell	41,117 -13,045	-24%	-$559K	0.16%	132
2022 Q1	$2.54M	Buy	54,162 +7,389	+16%	+$356K	0.24%	69
2021 Q4	$2.35M	Buy	+46,773	New	+$2.44M	0.21%	89

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Schechter Investment Advisors's CMCSA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Comcast (CMCSA) stake by 14% in Q1 2025, selling an estimated $230K and leaving 39,979 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #167.

Schechter Investment Advisors first reported a position in CMCSA in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.54M in Q1 2022. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Schechter Investment Advisors held 39,979 shares of Comcast worth $1.48M as of Q1 2025.
Schechter Investment Advisors sold 6,366 Comcast shares in Q1 2025, an estimated $230K.
Comcast made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #167 holding.
Schechter Investment Advisors first reported a position in Comcast in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Comcast position peaked at $2.54M in Q1 2022.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.