Manage more than $100 billion and still achieve outstanding returns? Even Warren Buffett is having a hard time doing it. Dodge & Cox does this with a value investing team. They have achieved great returns. These are the details of the buys and sells during the second quarter. Dodge & Cox owns 221 stocks with a total value of $138.5 billion.
Dodge & Cox buys Novartis Ag, HSBC Holdings PLC, Home Depot Inc., Macy's, Inc, Boston Scientific Corp., Citrix Systems, Inc., Shinhan Financial Group Co. Lt, Liberty Global, Inc. - Series C, Liberty Global Inc., Qimonda Ag Ads, Perusahaan Perseroan Perseropt, BG Group PLC, Canon Inc., Kraft Foods Inc., Petroleo Brasileiro, Allergan Inc., sells Syngenta AG, Lockheed Martin Corp., Genentech Inc., Apple Computer Inc., Cadence Design Systems, Inc. , Devon Energy Corp., Exelon Corp., Federated Department Stores In, Kyocera Corp., Norsk Hydro Asa, Smith International Inc., Sovereign Bancorp Inc., Lazard Ltd. during the 3-months ended 06/30/2007, according to the most recent filings of his investment company, Dodge & Cox. Dodge & Cox owns 221 stocks with a total value of $138.5 billion. These are the details of the buys and sells.
New Purchases: AGN, BRG, BSX, CAJ, CTXS, HBC, HD, KFT, LBTYA, LBTYK, M, NVS, PBR, QI, SHG, TLK,
Added Positions: BAX, GSK, VOLV, WLP,
Reduced Positions: ABK, AFL, AKZOY, CIT, COT, D, DDS, DNB, DUK, EQR, FLR, FPL, JPM, MBI, NI, PHG, QCOM, RX, SGP, TRB, UN, VFC, WAG, WHR,
Sold Out: AAPL, CDNS, DNA, DVN, EXC, KYO, LAZ, LMT, NHY, SII, SOV, SYT,
Dodge & Cox buys Novartis Ag, HSBC Holdings PLC, Home Depot Inc., Macy's, Inc, Boston Scientific Corp., Citrix Systems, Inc., Shinhan Financial Group Co. Lt, Liberty Global, Inc. - Series C, Liberty Global Inc., Qimonda Ag Ads, Perusahaan Perseroan Perseropt, BG Group PLC, Canon Inc., Kraft Foods Inc., Petroleo Brasileiro, Allergan Inc., sells Syngenta AG, Lockheed Martin Corp., Genentech Inc., Apple Computer Inc., Cadence Design Systems, Inc. , Devon Energy Corp., Exelon Corp., Federated Department Stores In, Kyocera Corp., Norsk Hydro Asa, Smith International Inc., Sovereign Bancorp Inc., Lazard Ltd. during the 3-months ended 06/30/2007, according to the most recent filings of his investment company, Dodge & Cox. Dodge & Cox owns 221 stocks with a total value of $138.5 billion. These are the details of the buys and sells.
New Purchases: AGN, BRG, BSX, CAJ, CTXS, HBC, HD, KFT, LBTYA, LBTYK, M, NVS, PBR, QI, SHG, TLK,
Added Positions: BAX, GSK, VOLV, WLP,
Reduced Positions: ABK, AFL, AKZOY, CIT, COT, D, DDS, DNB, DUK, EQR, FLR, FPL, JPM, MBI, NI, PHG, QCOM, RX, SGP, TRB, UN, VFC, WAG, WHR,
Sold Out: AAPL, CDNS, DNA, DVN, EXC, KYO, LAZ, LMT, NHY, SII, SOV, SYT,
