Dodge & Cox's Latest Dividend Stock Buys And Income Holdings

Dodge & Cox fund investing strategies originally published at long-term-investments.blogspot.com. The Dodge & Cox fund is a real equity based investment vehicle with around USD 81.3 billion in assets under management.

The investment firm was founded in 1930, by Van Duyn Dodge and E. Morris Cox. With this long history in background, there is also a long performance review available. 

Over the recent years, the fund’s performance suffered a bit. There was a small underperformance of 2.7 percent over the recent three years and 9.2 percent over the past five years. The excess gain to the S&P 500 over the longer term was also small with up to 2.9 percent at the peak (15 years).

They own in total 163 companies of which two were recently new in the fund. Kraft Foods Group and Abbvie are the two names.

Dodge & Cox have a real focus on financial, healthcare and technology stocks. More than half of their funds (59.9 percent) are invested in these three stock categories. The biggest impact on the buy side had the technology sector which is now net 0.7 percentage points bigger compared to the previous quarter.

Dodge & Cox have a dividend focus and they like large capitalized stocks. From their 20 biggest stock buys and sells in Q1/13 pay 17 a solid dividend and 17 have a valuation over USD 10 billion. Hewlett Packard is the biggest holding, worth around USD 4 billion. The latest big stock increases are up 26.03 percent year-to-date.

The Newest Dividend Stocks In Dodge & Cox Fund Portfolio

John A. Gunn - Dodge & Cox Fund Dividend Stock Buys By Dividend Yield – Stock Capital, Investment. Here is a current overview of the best yielding stock buys at Dodge & Cox. The fund is managed by John A. Gunn who bought seven stocks of which three pay dividends. Below are the results of his recent activity.

John A. Gunn - Dodge & Cox Fund Portfolio Q4/2011

John A. Gunn - Dodge & Cox Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of John A. Gunn’s - Dodge & Cox - fund portfolio movements as of Q3/2011 (December 31, 2011). In total, he held 75 stocks with a total portfolio worth of USD 36,373,592,000.

John A. Gunn - Dodge & Cox Fund Portfolio Q3/2011

John A. Gunn - Dodge & Cox Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of John A. Gunn’s - Dodge & Cox - fund portfolio movements as of Q3/2011 (September 30, 2011). In total, he held 77 stocks with a total portfolio worth of USD 33,980,749,000.

John A. Gunn’s fund positions as of Q3/2011 with latest stock movements:

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