Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
51.7K
-
Shares change
-
-13.6K
-
Total reported value, excl. options
-
$10M
-
Value change
-
-$2.63M
-
Number of buys
-
5
-
Number of sells
-
-8
-
Price
-
$193.76
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2019
14 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2019.
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 51.7K shares
.
Largest 10 shareholders include STRATEGIC WEALTH MANAGEMENT INC (9.59K shares), MOTCO (8.93K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (8.38K shares), Interactive Financial Advisors (7.06K shares), ROTHSCHILD INVESTMENT CORP /IL (5.09K shares), ROANOKE ASSET MANAGEMENT CORP/ NY (4.32K shares), GOFEN & GLOSSBERG LLC /IL/ (2.76K shares), CARRET ASSET MANAGEMENT, LLC (1.7K shares), ALBION FINANCIAL GROUP /UT (1.43K shares), and NORTH STAR ASSET MANAGEMENT INC (1.27K 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.