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DODGE & COX BALANCED
DODGE & COX BALANCED. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 3 Institutional holders with a total value of $716,200.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,672 465,000 64.93%
2 TOWER BRIDGE ADVISORS 2,373 236,200 32.98%
3 CARDEROCK CAPITAL MANAGEMENT INC 155 15,000 2.09%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.