Institutional investor · Portfolio as of Q4 2021
Quarterly Portfolio Change
DODGE & COX manages $161.5B across 197 positions as of Q4 2021. Top holdings: WFC (4.0%), SCHW (3.8%), GOOG (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 6 new positions, 2 exits, 41 increased. Top move: FDX (INCREASED, conviction 66). Portfolio: $161.5B across 197 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
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