Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
70.7K
-
Shares change
-
+1.52K
-
Total reported value, excl. options
-
$13.2M
-
Value change
-
+$286K
-
Number of buys
-
4
-
Number of sells
-
-5
-
Price
-
$187.16
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q2 2019
16 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q2 2019.
DODGE & COX STOCK I - EQUITY FUNDS has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70.7K shares
.
Largest 10 shareholders include STRATEGIC WEALTH MANAGEMENT INC (31.3K shares), MOTCO (8.68K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (6.82K shares), ROANOKE ASSET MANAGEMENT CORP/ NY (4.32K shares), ROTHSCHILD INVESTMENT CORP /IL (4.3K shares), Interactive Financial Advisors (3.14K shares), GOFEN & GLOSSBERG LLC /IL/ (2.8K shares), NORTH STAR ASSET MANAGEMENT INC (2.29K shares), CARRET ASSET MANAGEMENT, LLC (1.85K shares), and RIVERBRIDGE PARTNERS LLC (1.74K shares).
This table shows the top 14 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.