Dodge & Cox Balanced Fund's ticker is and the CUSIP is 256201104. A total of 2 filers reported holding Dodge & Cox Balanced Fund in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $637 | -99.9% | 6,819 | -16.6% | 0.02% | -23.8% |
| Q3 2022 | $744,000 | -6.2% | 8,179 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $793,000 | -9.8% | 8,179 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $879,000 | -1.8% | 8,179 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $895,000 | -4.6% | 8,179 | 0.0% | 0.02% | -13.6% |
| Q3 2021 | $938,000 | -3.7% | 8,179 | -2.4% | 0.02% | -4.3% |
| Q2 2021 | $974,000 | +8.3% | 8,378 | +2.4% | 0.02% | 0.0% |
| Q1 2021 | $899,000 | +8.1% | 8,179 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $832,000 | +9.6% | 8,179 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $759,000 | +2.6% | 8,179 | 0.0% | 0.02% | -8.0% |
| Q2 2020 | $740,000 | +14.9% | 8,179 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $644,000 | -22.5% | 8,179 | 0.0% | 0.02% | -3.8% |
| Q4 2019 | $831,000 | +1.7% | 8,179 | 0.0% | 0.03% | -7.1% |
| Q3 2019 | $817,000 | +0.4% | 8,179 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $814,000 | +1.9% | 8,179 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $799,000 | +4.7% | 8,179 | 0.0% | 0.03% | -6.7% |
| Q4 2018 | $763,000 | -14.1% | 8,179 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $888,000 | +3.6% | 8,179 | 0.0% | 0.03% | -6.2% |
| Q2 2018 | $857,000 | +1.1% | 8,179 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $848,000 | -3.1% | 8,179 | 0.0% | 0.03% | +3.2% |
| Q4 2017 | $875,000 | -1.6% | 8,179 | 0.0% | 0.03% | -6.1% |
| Q3 2017 | $889,000 | +2.4% | 8,179 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $868,000 | +1.0% | 8,179 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $859,000 | +1.7% | 8,179 | 0.0% | 0.03% | -2.9% |
| Q4 2016 | $845,000 | – | 8,179 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hayden Royal, LLC | 3,311 | $337,000 | 0.18% |
| GOFEN & GLOSSBERG LLC /IL/ | 8,179 | $832,000 | 0.02% |