OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC - Dodge & Cox Balanced Fund ownership

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Dodge & Cox Balanced Fund's ticker is and the CUSIP is 256201104. A total of 4 filers reported holding Dodge & Cox Balanced Fund in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC ownership history of Dodge & Cox Balanced Fund
ValueSharesWeighting
Q4 2019$212,000
+1.9%
2,0860.0%0.04%
+2.4%
Q3 2019$208,0000.0%2,0860.0%0.04%
+5.0%
Q2 2019$208,000
+2.0%
2,0860.0%0.04%0.0%
Q1 2019$204,000
-10.1%
2,0860.0%0.04%
+37.9%
Q3 2018$227,000
+3.7%
2,0860.0%0.03%
-3.3%
Q2 2018$219,000
+1.4%
2,0860.0%0.03%0.0%
Q1 2018$216,000
-3.1%
2,0860.0%0.03%0.0%
Q4 2017$223,000
-1.8%
2,0860.0%0.03%
-3.2%
Q3 2017$227,000
+2.3%
2,0860.0%0.03%
-3.1%
Q2 2017$222,000
+1.4%
2,0860.0%0.03%
+3.2%
Q1 2017$219,000
+1.4%
2,0860.0%0.03%
-3.1%
Q4 2016$216,000
-52.4%
2,086
-54.1%
0.03%
-52.9%
Q3 2016$454,000
+6.1%
4,5420.0%0.07%
+6.2%
Q2 2016$428,000
+1.4%
4,5420.0%0.06%
+3.2%
Q1 2016$422,000
-4.3%
4,542
-2.8%
0.06%
-3.1%
Q4 2015$441,0000.0%4,6720.0%0.06%
-1.5%
Q3 2015$441,000
-7.4%
4,6720.0%0.06%
+1.6%
Q2 2015$476,000
+1.1%
4,6720.0%0.06%
+3.2%
Q1 2015$471,000
-1.7%
4,6720.0%0.06%
+6.9%
Q4 2014$479,000
-0.4%
4,6720.0%0.06%
-6.5%
Q3 2014$481,000
+0.2%
4,6720.0%0.06%0.0%
Q2 2014$480,000
+3.2%
4,6720.0%0.06%
+1.6%
Q1 2014$465,000
+1.3%
4,6720.0%0.06%
+1.7%
Q4 2013$459,000
+7.7%
4,6720.0%0.06%
+1.7%
Q3 2013$426,000
+4.9%
4,6720.0%0.06%
+1.7%
Q2 2013$406,000–4,672–0.06%–
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Other shareholders
Dodge & Cox Balanced Fund shareholders Q3 2019
NameSharesValueWeighting ↓
GOFEN & GLOSSBERG LLC /IL/ 8,179$889,0000.03%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,086$227,0000.03%
TOWER BRIDGE ADVISORS 2,373$258,080,0000.03%
View complete list of Dodge & Cox Balanced Fund shareholders