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LUMN · CMCSA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LUMN
  • CMCSA
010203040202120222023202420252026
Holders and value by quarter
QuarterLUMNCMCSA
Q3 2020none listed holders, n.a.32 holders, $40.8bn
Q4 2020none listed holders, n.a.35 holders, $45.9bn
Q1 20218 holders, $1.3bn38 holders, $49.8bn
Q2 20217 holders, $1.4bn34 holders, $52.9bn
Q3 20215 holders, $971m33 holders, $51.4bn
Q4 20219 holders, $1.0bn37 holders, $45.2bn
Q1 20228 holders, $901m38 holders, $40.3bn
Q2 20229 holders, $876m39 holders, $32.1bn
Q3 20228 holders, $593m37 holders, $22.8bn
Q4 202211 holders, $752m28 holders, $25.4bn
Q1 202310 holders, $311m26 holders, $28.7bn
Q2 20235 holders, $133m25 holders, $29.4bn
Q3 20234 holders, $53m32 holders, $30.6bn
Q4 20233 holders, $64m25 holders, $28.6bn
Q1 20243 holders, $52m26 holders, $26.8bn
Q2 20241 holders, $17m28 holders, $24.1bn
Q3 20245 holders, $338m33 holders, $27.0bn
Q4 20248 holders, $243m29 holders, $24.1bn
Q1 20256 holders, $198m33 holders, $24.1bn
Q2 20255 holders, $172m34 holders, $22.3bn
Q3 20254 holders, $135m34 holders, $18.9bn
Q4 20254 holders, $179m33 holders, $20.0bn
Q1 20264 holders, $244m28 holders, $20.1bn
Q2 20264 holders, $210m29 holders, $16.2bn
LUMN

Lumen Technologies Inc

Holders
1
Reported value
$17m
Buyers
0
Sellers
2

Breadth -2 among 94 comparable managers.

CMCSA

Comcast Corp New

Holders
28
Reported value
$24.1bn
Buyers
18
Sellers
12

Breadth +6 among 94 comparable managers.

Who holds both, Q2 2024

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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