Portfolio changes · featured 13Fs
Activity
Moves in CMCSA across featured managers — New / Exit / Add / Reduce.
CMCSA · add · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| CMCSA | Add | First Pacific Advisors | −0.82% | +1.0% sh | Q1→Q2 |
| CMCSA | Add | Davidson Kempner Capital Management | +0.19% | +90.0% sh | Q1→Q2 |
| CMCSA | Add | Hillman Capital Management | −0.11% | +5.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| CMCSA | Add | Dodge & Cox | −0.29% | +2.5% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| CMCSA | Add | Torray Investment Partners | +0.52% | +55.5% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| CMCSA | Add | David Katz - Matrix Asset Advisors | −0.40% | +9.7% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| CMCSA | Add | Kentucky Trust Co. - Kentucky Trust | 0.00% | +10.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home