Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
67K
-
Shares change
-
-11.2K
-
Total reported value, excl. options
-
$13.5M
-
Value change
-
-$2.2M
-
Number of buys
-
3
-
Number of sells
-
-9
-
Price
-
$201.86
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q2 2018
16 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q2 2018.
DODGE & COX STOCK I - EQUITY FUNDS has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 67K shares
.
Largest 10 shareholders include STRATEGIC WEALTH MANAGEMENT INC /ADV (27.8K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (12.4K shares), MOTCO (9.08K shares), ROANOKE ASSET MANAGEMENT CORP/ NY (4.32K shares), GOFEN & GLOSSBERG LLC /IL/ (2.86K shares), NORTH STAR ASSET MANAGEMENT INC (2.16K shares), RIVERBRIDGE PARTNERS LLC (1.94K shares), CARRET ASSET MANAGEMENT, LLC (1.85K shares), ALBION FINANCIAL GROUP /UT (1.61K shares), and ROTHSCHILD INVESTMENT CORP /IL (1.5K shares).
This table shows the top 12 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.