Who owns Dodge & Cox Stk Fd Com mutual funds?
- CUSIP Number: 256219106
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Analyze quarterly positions in Dodge & Cox Stk Fd Com mutual funds with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Dodge & Cox Stk Fd Com mutual funds this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Silvercrest Asset Management Group | 154k | $40M | 100% | Jun 2024 |
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Roanoke Asset Management Corp/ Ny | 6.8k | $1.9M | 2% | Sep 2024 |
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Encompass Wealth Advisors | 6.4k | $1.8M | -13% | Sep 2024 |
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Lester Murray Antman dba SimplyRich | 2.2k | $590k | 100% | Sep 2024 |
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Twin Capital Management | 1.1k | $304k | 1% | Sep 2024 |
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Ferguson Wellman Capital Management | 1.1k | $303k | 0% | Sep 2024 |
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Williams Jones Wealth Management | 880.00 | $241k | 0% | Sep 2024 |
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Ethos Financial Group | 770.00 | $211k | 100% | Sep 2024 |
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Garde Capital | 568.00 | $146k | -60% | Jun 2024 |
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Coston, McIsaac & Partners | 246.00 | $67k | 0% | Sep 2024 |
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Fairfield Financial Advisors | 196.00 | $54k | 0% | Sep 2024 |
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Tucker Asset Management | 109.00 | $28k | -2% | Jun 2024 |
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Eagle Bay Advisors | 46.00 | $13k | 100% | Sep 2024 |
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Financial Gravity Wealth | 39.00 | $10k | 100% | Jun 2024 |
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Who sold out of Dodge & Cox Stk Fd Com mutual funds?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mot | Jun 2024 | 4.9k | $1.3M |
ORG Partners | Jun 2024 | 1.0k | $264k |
Laffer Investments | Jun 2024 | 184.00 | $47k |