BTR CAPITAL MANAGEMENT INC - DODGE & COX STOCK FUND ownership

DODGE & COX STOCK FUND's ticker is and the CUSIP is 256219106. A total of 12 filers reported holding DODGE & COX STOCK FUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of DODGE & COX STOCK FUND
ValueSharesWeighting
Q3 2019$220,000
-4.8%
1,178
-4.5%
0.04%
-4.7%
Q2 2019$231,000
+2.2%
1,2330.0%0.04%0.0%
Q1 2019$226,000
+6.1%
1,2330.0%0.04%
-4.4%
Q4 2018$213,000
-19.3%
1,2330.0%0.04%
-2.2%
Q3 2018$264,000
+6.0%
1,2330.0%0.05%
-4.2%
Q2 2018$249,0001,2330.05%
Other shareholders
DODGE & COX STOCK FUND shareholders Q3 2023
NameSharesValueWeighting ↓
ENTERPRISE FINANCIAL SERVICES CORP 15,920$3,905,0000.60%
ROANOKE ASSET MANAGEMENT CORP/ NY 6,498$1,594,0000.53%
Almanack Investment Partners, LLC. 26,174$6,419,0000.52%
ENCOMPASS WEALTH ADVISORS, LLC 8,120$1,991,0000.48%
Dempze Nancy E 918$225,0000.15%
ROTHSCHILD INVESTMENT LLC /IL 5,025$1,232,0000.10%
MOTCO 5,291$1,298,0000.08%
CARRET ASSET MANAGEMENT, LLC 896$220,0000.02%
Barrett Asset Management, LLC 2,127$522,0000.02%
GOFEN & GLOSSBERG LLC /IL/ 2,358$578,0000.01%
View complete list of DODGE & COX STOCK FUND shareholders