Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
78,171
-
Shares change
-
-360
-
Total reported value, excl. options
-
$15,406,311
-
Value change
-
-$72,070
-
Number of buys
-
3
-
Number of sells
-
-4
-
Price
-
$197.07
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q1 2018
15 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q1 2018.
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 78,171 shares
.
Largest 10 shareholders include STRATEGIC WEALTH MANAGEMENT INC /ADV (30,627 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (12,372 shares), MOTCO (9,114 shares), WEDGEWOOD INVESTORS INC /PA/ (6,200 shares), ROANOKE ASSET MANAGEMENT CORP/ NY (4,817 shares), GOFEN & GLOSSBERG LLC /IL/ (2,863 shares), Chesapeake Wealth Management (2,324 shares), RIVERBRIDGE PARTNERS LLC (2,050 shares), NORTH STAR ASSET MANAGEMENT INC (1,979 shares), and CARRET ASSET MANAGEMENT, LLC (1,854 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.