Institutional investor · Portfolio as of Q4 2019
Quarterly Portfolio Change
DODGE & COX manages $130.6B across 184 positions as of Q4 2019. Top holdings: SCHW (3.5%), WFC (3.5%), COF (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 5 new positions, exited 2, increased 18, trimmed 105. Top move: FDX (INCREASED, conviction 64). Portfolio: $130.6B across 184 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile