DODBX
Dodge & Cox Balanced Fund
1W: -1.5%
1M: -5.4%
3M: -3.2%
YTD: -1.0%
1Y: -3.3%
3Y: +27.1%
5Y: +27.1%
$13.44
+0.01 (+0.07%)
Weekly Expected Move ±1.0%
$13
$13
$13
$14
$14
Institutional Ownership — DODBX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 916 | $12K | +6 | +0.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +6 | +0.7% | 916 |
Biggest Decreases (0)
None.