Managing more than $100 billion and having good performance is almost impossible, but Dodge & Cox is doing just that. Dodge & Cox believe that a well-tuned, group decision making process enhances individual thinking and moves the portfolio beyond dependence on any single person. This is their buys and sells during the fourth quarter.
Dodge & Cox buys Statoil ASA, Amgen Inc., Vulcan Materials Company, Telefonica S.A., CarMax Inc., TERADATA CORP, Intuitive Surgical Inc., Linear Technology Corp., IDEXX Laboratories Inc., Fortune Brands Inc., Zebra Technologies Corp., Expeditors International of Washington I, Exelon Corp., Ecolab Inc., Danaher Corp., Apollo Group Inc., Avery Dennison Corp., Lincare Holdings Inc., Medtronic Inc., Molex Inc., Adobe Systems Inc., VCA Antech Inc., The Williams Companies Inc., Windstream Corp., United Parcel Service, Inc., Sunoco Inc., Sysco Corp., Stericycle Inc., Patterson Companies Inc., Pacific Capital Bancorp, Northrop Grumman Corp., Monsanto Company, sells Cisco Systems Inc., AB Volvo, TXU Corp., BB&T Corp., Norsk Hydro ASA, LG.Philips LCD Co. Ltd., Washington Mutual Inc., Consolidated Edison Inc., AVAYA Inc., Tribune Company, MBIA Inc. during the 3-months ended 12/31/2007, according to the most recent filings of his investment company, Dodge & Cox. Dodge & Cox owns 242 stocks with a total value of $126.2 billion. These are the details of the buys and sells.
New Purchases: ADBE, AMGN, APOL, AVY, DHR, ECL, EXC, EXPD, FO, IDXX, ISRG, KMX, LLTC, LNCR, MDT, MOLX, MON, NOC, PCBC, PDCO, SRCL, STO, SUN, SYY, TDC, TEF, UPS, VMC, WIN, WMB, WOOF, ZBRA,
Added Positions: ABT, AFL, AIG, AOC, BAX, CMCSA, CMCSK, COF, CX, D, DE, EMR, HD, KB, KYO, LINTA, MC, MOLXA, MOT, MSFT, NT, NVS, NWS-A, PEP, QI, RX, S, SDA, SHG, STT, TLK, TWX, UFS, UNH, WAG, WB,
Reduced Positions: AA, AVP, BHI, BMY, DELL, DNB, FE, GPS, IP, IVV, JAVA, KTC, LCAPA, LTR, MCD, NCX, NKE, PBR-A, PHG, SAF, T, TMO, TXN, UN, UNM, UNP, VOD, XOM,
Sold Out: AV, BBT, CSCO, ED, LPL, MBI, NHY, TRB, TXU, VOLV, WM,
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Dodge & Cox buys Statoil ASA, Amgen Inc., Vulcan Materials Company, Telefonica S.A., CarMax Inc., TERADATA CORP, Intuitive Surgical Inc., Linear Technology Corp., IDEXX Laboratories Inc., Fortune Brands Inc., Zebra Technologies Corp., Expeditors International of Washington I, Exelon Corp., Ecolab Inc., Danaher Corp., Apollo Group Inc., Avery Dennison Corp., Lincare Holdings Inc., Medtronic Inc., Molex Inc., Adobe Systems Inc., VCA Antech Inc., The Williams Companies Inc., Windstream Corp., United Parcel Service, Inc., Sunoco Inc., Sysco Corp., Stericycle Inc., Patterson Companies Inc., Pacific Capital Bancorp, Northrop Grumman Corp., Monsanto Company, sells Cisco Systems Inc., AB Volvo, TXU Corp., BB&T Corp., Norsk Hydro ASA, LG.Philips LCD Co. Ltd., Washington Mutual Inc., Consolidated Edison Inc., AVAYA Inc., Tribune Company, MBIA Inc. during the 3-months ended 12/31/2007, according to the most recent filings of his investment company, Dodge & Cox. Dodge & Cox owns 242 stocks with a total value of $126.2 billion. These are the details of the buys and sells.
New Purchases: ADBE, AMGN, APOL, AVY, DHR, ECL, EXC, EXPD, FO, IDXX, ISRG, KMX, LLTC, LNCR, MDT, MOLX, MON, NOC, PCBC, PDCO, SRCL, STO, SUN, SYY, TDC, TEF, UPS, VMC, WIN, WMB, WOOF, ZBRA,
Added Positions: ABT, AFL, AIG, AOC, BAX, CMCSA, CMCSK, COF, CX, D, DE, EMR, HD, KB, KYO, LINTA, MC, MOLXA, MOT, MSFT, NT, NVS, NWS-A, PEP, QI, RX, S, SDA, SHG, STT, TLK, TWX, UFS, UNH, WAG, WB,
Reduced Positions: AA, AVP, BHI, BMY, DELL, DNB, FE, GPS, IP, IVV, JAVA, KTC, LCAPA, LTR, MCD, NCX, NKE, PBR-A, PHG, SAF, T, TMO, TXN, UN, UNM, UNP, VOD, XOM,
Sold Out: AV, BBT, CSCO, ED, LPL, MBI, NHY, TRB, TXU, VOLV, WM,
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