Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
77,222
-
Shares change
-
+24,269
-
Total reported value, excl. options
-
$18,888,000
-
Value change
-
+$5,907,294
-
Number of buys
-
8
-
Number of sells
-
-3
-
Price
-
$245.23
Significant Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2021
13 filings reported holding 256219106 - DODGE & COX STOCK I - EQUITY FUNDS as of Q4 2021.
DODGE & COX STOCK I - EQUITY FUNDS has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 77,222 shares
.
Largest 10 shareholders include Almanack Investment Partners, LLC. (26,174 shares), ENTERPRISE FINANCIAL SERVICES CORP (15,920 shares), ENCOMPASS WEALTH ADVISORS, LLC (8,120 shares), ROANOKE ASSET MANAGEMENT CORP/ NY (6,498 shares), MOTCO (5,291 shares), ROTHSCHILD INVESTMENT CORP /IL (5,025 shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (3,511 shares), GOFEN & GLOSSBERG LLC /IL/ (2,358 shares), Barrett Asset Management, LLC (2,127 shares), and Dempze Nancy E (918 shares).
This table shows the top 13 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.