Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
50.8K
-
Shares change
-
+6.15K
-
Total reported value, excl. options
-
$9.6M
-
Value change
-
+$1.18M
-
Number of buys
-
7
-
Number of sells
-
-6
-
Price
-
$189.95
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q1 2017
16 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q1 2017.
DODGE & COX STOCK I - EQUITY FUNDS has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.8K shares
.
Largest 10 shareholders include MOTCO (9.1K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (9.02K shares), WEDGEWOOD INVESTORS INC /PA/ (6.6K shares), STRATEGIC WEALTH MANAGEMENT INC /ADV (5.21K shares), ROANOKE ASSET MANAGEMENT CORP/ NY (4.82K shares), GOFEN & GLOSSBERG LLC /IL/ (3.13K shares), RIVERBRIDGE PARTNERS LLC (2.8K shares), ALBION FINANCIAL GROUP /UT (1.91K shares), CATAWBA CAPITAL MANAGEMENT /VA (1.82K shares), and CARRET ASSET MANAGEMENT, LLC (1.78K shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.