Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
27,018
-
Share change
-
+6,595
-
Total reported value
-
$6,946,947
-
Price per share
-
$257.14
-
Number of holders
-
10
-
Value change
-
+$1,585,766
-
Number of buys
-
9
-
Number of sells
-
2
Institutional Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2024
As of 31 Dec 2024,
DODGE & COX STOCK I - EQUITY FUNDS was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,018 shares.
The largest 10 holders included
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, ROANOKE ASSET MANAGEMENT CORP/ NY, Garde Capital, Inc., Lester Murray Antman dba SimplyRich, TWIN CAPITAL MANAGEMENT INC, Williams Jones Wealth Management, LLC., Ethos Financial Group, LLC, TUCKER ASSET MANAGEMENT LLC, Coston, McIsaac & Partners, and Fairfield Financial Advisors, LTD.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.