DODGE & COX

HTTPS://WWW.LINKEDIN.COM/COMPANY/DODGE-&-COX/ABOUT/ • SAN FRANCISCO, CA • Investment Advisor How do I update this listing?

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Dodge & COX is based out of San Francisco. Dodge & COX is a large advisory firm with 799 clients and discretionary assets under management (AUM) of $324,713,358,089 (Form ADV from 2020-06-29). Their last reported 13F filing for Q4 2020 included $126,490,636,000 in managed 13F securities and a top 10 holdings concentration of 31.53%. Dodge & COX's largest holding is Capital One Financial Corp with shares held of 50,103,507. Dodge & COX has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 86 13F filings, 1 13D filings, and 723 13G filings

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12/31/2020

13F Activity

  • Market Value $126.491 Billion
  • Prior Market Value $109.279 Billion
  • New Purchases3 stocks
  • Additional Purchases21 stocks
  • Sold out of4 stocks
  • Reduced holdings in121 stocks
  • Top 10 Holdings % 31.53 %
  • Turnover % [1]:3.85%
  • Turnover Alt % [2]: 3.79 %
  • Time Held Top20:18.10 quarters
  • Time Held Top10:6.80 quarters
  • Time Held All:43.01 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 15.53%
Performance Last 4 Quarters: 11.12%
Performance Metrics
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

DODGE & COX
555 CALIFORNIA STREET 40TH FLOOR
SAN FRANCISCO CA    94104
Country: United States
Business Phone: 415-981-1710
Fax: 415-986-1369
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: CA
Number of employees: 270
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 799
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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DODGE & COX

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
EMERY, DANA, MORTON CEO, PRESIDENT, DIRECTOR, & SHAREHOLDER 01/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DODGE & COX CEO, PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER direct 2001-01-01
DODGE & COX SENIOR VP, DIRECTOR & MGR. OF FIXED INCOME direct 1998-03-01 2005-11-08
DODGE & COX EXECUTIVE VP, DIRECTOR & MGR. OF FIXED INCOME direct 2005-12-01 2008-12-05
DODGE & COX EXECUTIVE VP, DIRECTOR, & MANAGER OF FIXED INCOME direct 2005-12-01 2009-03-31
DODGE & COX EXECUTIVE VP, DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2005-12-01 2010-03-31
DODGE & COX CO-PRESIDENT, DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2011-03-01 2012-05-14
DODGE & COX CO- PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER direct 2001-01-01 2013-05-24
LOLL, JOHN, MICHAEL TREASURER, VP, & SHAREHOLDER 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX TREASURER, VP, & SHAREHOLDER direct 2000-01-01
DODGE & COX VP & TREASURER direct 2000-01-01 2012-05-14
POHL, CHARLES, FREDERICK CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DODGE & COX CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER direct 2003-01-01
DODGE & COX CO-PRESIDENT, CIO, DIRECTOR, & SHAREHOLDER direct 2003-01-01
DODGE & COX SENIOR VP & DIRECTOR, CO-DIRECTOR OF RESEARCH direct 2003-03-01
DODGE & COX SENIOR VP, CIO & DIRECTOR direct 2003-03-01
DODGE & COX SENIOR VP, CIO, & DIRECTOR direct 2007-01-01
DODGE & COX CO-PRESIDENT, CIO, & DIRECTOR direct 2011-03-01
CAMERON, CHARLES, BRYAN DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX VP & DIRECTOR OF RESEARCH direct 2007-01-01
DODGE & COX DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER direct 2007-01-01
DODGE & COX SVP & DIRECTOR OF RESEARCH direct 2007-01-01
PRIMAS, KATHERINE, MARIE CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER 11/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX CHIEF COMPLIANCE OFFICER direct 2008-11-01
DODGE & COX CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER direct 2008-11-01
KAMEDA, ROBERTA, RUMIEWAIYEE GENERAL COUNSEL, VP, SECRETARY, & SHAREHOLDER 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX GENERAL COUNSEL, VP, & ASSISTANT SECRETARY direct 2011-06-01
DODGE & COX GENERAL COUNSEL, VP, ASSISTANT SECRETARY, & SHAREHOLDER direct 2011-06-01
DUGAN, THOMAS, SULLIVAN DIRECTOR, SVP, DIRECTOR OF FIXED INCOME, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & SHAREHOLDER direct 2011-05-01
HOEFT, DAVID, CLINTON DIRECTOR, SVP, ASSOCIATE CHIEF INVESTMENT OFFICER, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, ASSOCIATE DIRECTOR OF RESEARCH, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, ASSOCIATE DIRECTOR OF RESEARCH, & SHAREHOLDER direct 2011-05-01
STRANDBERG, DIANA, SHAMES DIRECTOR, SVP, DIRECTOR OF INTERNATIONAL EQUITY, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, DIRECTOR OF INTERNATIONAL EQUITY, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, DIRECTOR OF INTERNATIONAL EQUITY, & SHAREHOLDER direct 2011-05-01
KUO, ROGER, GEORGE DIRECTOR, SVP, & SHAREHOLDER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX DIRECTOR, SVP, & SHAREHOLDER direct 2016-01-01
STRICKLAND, WILLIAM, WILTON CHIEF OPERATING OFFICER, VP, SHAREHOLDER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX CHIEF OPERATING OFFICER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DODGE & COX WORLDWIDE FUNDS PLC - U.S. STOCK FUND Ireland 805-1448893083 Other Private Fund UCITS 3,132,926,003 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL BOND FUND Ireland 805-7234038567 Other Private Fund UCITS 389,586,056 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL STOCK FUND Ireland 805-1642707914 Other Private Fund UCITS 4,857,305,637 50,000

DODGE & COX

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DODGE & COX WORLDWIDE FUNDS PLC - U.S. STOCK FUND Ireland 805-1448893083 Other Private Fund UCITS 3,132,926,003 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL BOND FUND Ireland 805-7234038567 Other Private Fund UCITS 389,586,056 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL STOCK FUND Ireland 805-1642707914 Other Private Fund UCITS 4,857,305,637 50,000

DODGE & COX

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
EMERY, DANA, MORTON CEO, PRESIDENT, CO-DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER 01/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DODGE & COX CEO, PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER direct 2001-01-01
DODGE & COX SENIOR VP, DIRECTOR & MGR. OF FIXED INCOME direct 1998-03-01 2005-11-08
DODGE & COX EXECUTIVE VP, DIRECTOR & MGR. OF FIXED INCOME direct 2005-12-01 2008-12-05
DODGE & COX EXECUTIVE VP, DIRECTOR, & MANAGER OF FIXED INCOME direct 2005-12-01 2009-03-31
DODGE & COX EXECUTIVE VP, DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2005-12-01 2010-03-31
DODGE & COX CO-PRESIDENT, DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2011-03-01 2012-05-14
DODGE & COX CO- PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER direct 2001-01-01 2013-05-24
LOLL, JOHN, MICHAEL TREASURER, VP, & SHAREHOLDER 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX TREASURER, VP, & SHAREHOLDER direct 2000-01-01
DODGE & COX VP & TREASURER direct 2000-01-01 2012-05-14
POHL, CHARLES, FREDERICK CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER 01/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
DODGE & COX CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER direct 2003-01-01
DODGE & COX CO-PRESIDENT, CIO, DIRECTOR, & SHAREHOLDER direct 2003-01-01
DODGE & COX SENIOR VP & DIRECTOR, CO-DIRECTOR OF RESEARCH direct 2003-03-01
DODGE & COX SENIOR VP, CIO & DIRECTOR direct 2003-03-01
DODGE & COX SENIOR VP, CIO, & DIRECTOR direct 2007-01-01
DODGE & COX CO-PRESIDENT, CIO, & DIRECTOR direct 2011-03-01
CAMERON, CHARLES, BRYAN DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX VP & DIRECTOR OF RESEARCH direct 2007-01-01
DODGE & COX DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER direct 2007-01-01
DODGE & COX SVP & DIRECTOR OF RESEARCH direct 2007-01-01
PRIMAS, KATHERINE, MARIE CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER 11/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX CHIEF COMPLIANCE OFFICER direct 2008-11-01
DODGE & COX CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER direct 2008-11-01
KAMEDA, ROBERTA, RUMIEWAIYEE GENERAL COUNSEL, VP, SECRETARY, & SHAREHOLDER 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX GENERAL COUNSEL, VP, & ASSISTANT SECRETARY direct 2011-06-01
DODGE & COX GENERAL COUNSEL, VP, ASSISTANT SECRETARY, & SHAREHOLDER direct 2011-06-01
DUGAN, THOMAS, SULLIVAN DIRECTOR, SVP, CO-DIRECTOR OF FIXED INCOME, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & SHAREHOLDER direct 2011-05-01
HOEFT, DAVID, CLINTON DIRECTOR, SVP, ASSOCIATE CHIEF INVESTMENT OFFICER, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, ASSOCIATE DIRECTOR OF RESEARCH, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, ASSOCIATE DIRECTOR OF RESEARCH, & SHAREHOLDER direct 2011-05-01
STRANDBERG, DIANA, SHAMES DIRECTOR, SVP, DIRECTOR OF INTERNATIONAL EQUITY, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, DIRECTOR OF INTERNATIONAL EQUITY, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, DIRECTOR OF INTERNATIONAL EQUITY, & SHAREHOLDER direct 2011-05-01
KUO, ROGER, GEORGE DIRECTOR, SVP, & SHAREHOLDER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX DIRECTOR, SVP, & SHAREHOLDER direct 2016-01-01
STRICKLAND, WILLIAM, WILTON CHIEF OPERATING OFFICER, VP 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX CHIEF OPERATING OFFICER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DODGE & COX WORLDWIDE FUNDS PLC - U.S. STOCK FUND Ireland 805-1448893083 Other Private Fund UCITS 1,749,710,382 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL BOND FUND Ireland 805-7234038567 Other Private Fund UCITS 329,112,985 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL STOCK FUND Ireland 805-1642707914 Other Private Fund UCITS 3,836,233,017 50,000
DODGE & COX WORLDWIDE FUNDS PLC - INTERNATIONAL STOCK FUND Ireland 805-8568521494 Other Private Fund UCITS 4,333,895 50,000

DODGE & COX

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
EMERY, DANA, MORTON CEO, PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER 01/01/2001 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX CEO, PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER direct 2001-01-01
DODGE & COX SENIOR VP, DIRECTOR & MGR. OF FIXED INCOME direct 1998-03-01 2005-11-08
DODGE & COX EXECUTIVE VP, DIRECTOR & MGR. OF FIXED INCOME direct 2005-12-01 2008-12-05
DODGE & COX EXECUTIVE VP, DIRECTOR, & MANAGER OF FIXED INCOME direct 2005-12-01 2009-03-31
DODGE & COX EXECUTIVE VP, DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2005-12-01 2010-03-31
DODGE & COX CO-PRESIDENT, DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2011-03-01 2012-05-14
DODGE & COX CO- PRESIDENT, DIRECTOR OF FIXED INCOME, DIRECTOR, & SHAREHOLDER direct 2001-01-01 2013-05-24
MISTELE, THOMAS, MARTIN EVP, SENIOR COUNSEL, SECRETARY, DIRECTOR, & SHAREHOLDER 08/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX EVP, SENIOR COUNSEL, SECRETARY, DIRECTOR, & SHAREHOLDER direct 1996-08-01
DODGE & COX GEN. COUNSEL, VP, SECRETARY & COMPLIANCE OFFICER direct 2000-01-01 2004-03-30
DODGE & COX GEN. COUNSEL, COO, SECRETARY & DIRECTOR direct 2005-03-01 2008-12-05
DODGE & COX GENERAL COUNSEL, COO, SECRETARY, & DIRECTOR direct 2005-03-01 2011-03-31
DODGE & COX COO, SENIOR COUNSEL, SECRETARY, & DIRECTOR direct 2005-03-01 2012-05-14
DODGE & COX COO, SENIOR COUNSEL, SECRETARY, DIRECTOR, & SHAREHOLDER direct 1996-08-01 2016-06-13
LOLL, JOHN, MICHAEL TREASURER, VP, & SHAREHOLDER 01/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX TREASURER, VP, & SHAREHOLDER direct 2000-01-01
DODGE & COX VP & TREASURER direct 2000-01-01 2012-05-14
POHL, CHARLES, FREDERICK CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER 01/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX CHAIRMAN, CIO, DIRECTOR, & SHAREHOLDER direct 2003-01-01
DODGE & COX CO-PRESIDENT, CIO, DIRECTOR, & SHAREHOLDER direct 2003-01-01
DODGE & COX SENIOR VP & DIRECTOR, CO-DIRECTOR OF RESEARCH direct 2003-03-01
DODGE & COX SENIOR VP, CIO & DIRECTOR direct 2003-03-01
DODGE & COX SENIOR VP, CIO, & DIRECTOR direct 2007-01-01
DODGE & COX CO-PRESIDENT, CIO, & DIRECTOR direct 2011-03-01
CAMERON, CHARLES, BRYAN DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER 01/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX VP & DIRECTOR OF RESEARCH direct 2007-01-01
DODGE & COX DIRECTOR OF RESEARCH, SVP, & SHAREHOLDER direct 2007-01-01
DODGE & COX SVP & DIRECTOR OF RESEARCH direct 2007-01-01
PRIMAS, KATHERINE, MARIE CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER 11/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX CHIEF COMPLIANCE OFFICER direct 2008-11-01
DODGE & COX CHIEF COMPLIANCE OFFICER, VP, & SHAREHOLDER direct 2008-11-01
KAMEDA, ROBERTA, RUMIEWAIYEE GENERAL COUNSEL, VP, ASSISTANT SECRETARY, & SHAREHOLDER 06/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX GENERAL COUNSEL, VP, & ASSISTANT SECRETARY direct 2011-06-01
DODGE & COX GENERAL COUNSEL, VP, ASSISTANT SECRETARY, & SHAREHOLDER direct 2011-06-01
DUGAN, THOMAS, SULLIVAN DIRECTOR, SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, ASSOCIATE DIRECTOR OF FIXED INCOME, & SHAREHOLDER direct 2011-05-01
HOEFT, DAVID, CLINTON DIRECTOR, SVP, ASSOCIATE DIRECTOR OF RESEARCH, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, ASSOCIATE DIRECTOR OF RESEARCH, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, ASSOCIATE DIRECTOR OF RESEARCH, & SHAREHOLDER direct 2011-05-01
STRANDBERG, DIANA, SHAMES DIRECTOR, SVP, DIRECTOR OF INTERNATIONAL EQUITY, & SHAREHOLDER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DODGE & COX SVP, DIRECTOR OF INTERNATIONAL EQUITY, & DIRECTOR direct 2011-05-01
DODGE & COX DIRECTOR, SVP, DIRECTOR OF INTERNATIONAL EQUITY, & SHAREHOLDER direct 2011-05-01
KUO, ROGER, GEORGE DIRECTOR, SVP, & SHAREHOLDER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX DIRECTOR, SVP, & SHAREHOLDER direct 2016-01-01
STRICKLAND, WILLIAM, WILTON CHIEF OPERATING OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
DODGE & COX CHIEF OPERATING OFFICER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL BOND FUND Ireland 805-7234038567 Other Private Fund UCITS 55,344,904 50,000
DODGE & COX WORLDWIDE FUNDS PLC - U.S. STOCK FUND Ireland 805-1448893083 Other Private Fund UCITS 542,933,131 50,000
DODGE & COX WORLDWIDE FUNDS PLC - GLOBAL STOCK FUND Ireland 805-1642707914 Other Private Fund UCITS 2,465,654,975 50,000
DODGE & COX WORLDWIDE FUNDS PLC - INTERNATIONAL STOCK FUND Ireland 805-8568521494 Other Private Fund UCITS 67,569,329 50,000

WhaleScore history for DODGE & COX

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**EXPERIMENTAL** Current Hong Kong Exchange Long Positions

Updated daily

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
Dodge & Cox Hang Lung Group Ltd. 2017-07-26 Long 30.7 3,850,000 134,650,000 9.89% Hong Kong

Position History

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
DODGE & COX Smiths Group PLC 2021-02-01 19,756,076 4.98%
DODGE & COX Standard Chartered PLC 2017-05-18 163,028,662 0%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
DODGE & COX Standard Chartered PLC 2015-01-15 125,858,653 5.09%

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