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

Institutional Holders (2016Q4)
Portfolio Summary: 3 Institutional holders with a total value of $1,306,265.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GOFEN & GLOSSBERG LLC /IL/ 8,179 845,000 64.69%
2 TOWER BRIDGE ADVISORS 2,373 245,265 18.78%
3 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,086 216,000 16.54%

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.