Shum Financial Group’s Comcast CMCSA Stock Holding History

Shum Financial Group’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	$248K	Sell	6,731 -242	-3%	-$8.73K	0.21%	84
2024 Q4	$262K	Sell	6,973 -2,229	-24%	-$92.5K	0.23%	82
2024 Q3	$392K	Buy	+9,202	New	+$363K	0.33%	69

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

Shum Financial Group's CMCSA Position: Q1 2025 in Review

Shum Financial Group reduced its Comcast (CMCSA) stake by 3.5% in Q1 2025, selling an estimated $8.73K and leaving 6,731 shares worth $248K. The position accounts for 0.21% of the portfolio, ranked #84.

Shum Financial Group first reported a position in CMCSA in Q3 2024 and has held it in 3 quarters since. The position peaked at $392K in Q3 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Shum Financial Group held 6,731 shares of Comcast worth $248K as of Q1 2025.
Shum Financial Group sold 242 Comcast shares in Q1 2025, an estimated $8.73K.
Comcast made up 0.21% of Shum Financial Group's portfolio in Q1 2025, its #84 holding.
Shum Financial Group first reported a position in Comcast in Q3 2024 and has held it in 3 quarters since.
Shum Financial Group's Comcast position peaked at $392K in Q3 2024.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Shum Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.