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Surevest’s Comcast CMCSA Stock Holding History

Surevest’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
2022
Q3 		$37K Sell
1,276
-51
-4% -$1.91K 0.01% 201
2022
Q2 		$52K Hold
1,327
– – 0.01% 198
2022
Q1 		$62K Sell
1,327
-117
-8% -$5.63K 0.02% 177
2021
Q4 		$73K Buy
+1,444
New +$75.3K 0.02% 164

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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

Surevest's CMCSA Position: Q3 2022 in Review

Surevest reduced its Comcast (CMCSA) stake by 3.8% in Q3 2022, selling an estimated $1.91K and leaving 1,276 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #201.

Surevest first reported a position in CMCSA in Q4 2021 and has held it in 4 quarters since. The position peaked at $73K in Q4 2021. 2,097 funds tracked by Wall St. Rank hold CMCSA as of Q3 2022.

  • Surevest held 1,276 shares of Comcast worth $37K as of Q3 2022.
  • Surevest sold 51 Comcast shares in Q3 2022, an estimated $1.91K.
  • Comcast made up 0.01% of Surevest's portfolio in Q3 2022, its #201 holding.
  • Surevest first reported a position in Comcast in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Comcast position peaked at $73K in Q4 2021.
  • 2,097 funds tracked by Wall St. Rank held Comcast as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.