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Sitrin Capital Management’s Comcast CMCSA Stock Holding History

Sitrin Capital 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
2025
Q1 		– Sell
-118,077
Closed -$4.43M – 42
2024
Q4 		$4.43M Buy
118,077
+1,465
+1% +$60.8K 2.23% 30
2024
Q3 		$4.87M Sell
116,612
-1,304
-1% -$51.5K 2.43% 28
2024
Q2 		$4.62M Buy
117,916
+435
+0.4% +$17K 2.45% 21
2024
Q1 		$5.09M Sell
117,481
-2,755
-2% -$119K 2.78% 21
2023
Q4 		$5.27M Sell
120,236
-1,975
-2% -$84.7K 3.07% 18
2023
Q3 		$5.42M Sell
122,211
-14,858
-11% -$663K 3.38% 14
2023
Q2 		$5.7M Buy
137,069
+2,462
+2% +$97.8K 3.2% 19
2023
Q1 		$5.1M Sell
134,607
-952
-0.7% -$36K 3.09% 18
2022
Q4 		$4.74M Sell
135,559
-5,433
-4% -$180K 3.02% 16
2022
Q3 		$4.13M Buy
+140,992
New +$5.27M 2.72% 21

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sitrin Capital Management's CMCSA Position: Q1 2025 in Review

Sitrin Capital Management sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 118,077 shares — an estimated $4.43M sold.

Sitrin Capital Management first reported a position in CMCSA in Q3 2022 and held it in 10 quarters. The position peaked at $5.7M in Q2 2023. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

  • Sitrin Capital Management reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
  • Sitrin Capital Management sold 118,077 Comcast shares in Q1 2025, an estimated $4.43M.
  • Sitrin Capital Management first reported a position in Comcast in Q3 2022 and held it in 10 quarters.
  • Sitrin Capital Management's Comcast position peaked at $5.7M in Q2 2023.
  • 2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Sitrin Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.