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State Street Corp

STT

State Street Corp

State Street Corp historical holders

total: 15

Dodge & Cox Stock Fund State Street Corp transactions over time

Total transactions:
19
New positions:
1
Added:
8
Reduced:
10
Held since:
2019 Q4
Held for:
26 quarters
Latest activity:
2026 Q1
Dodge & Cox Stock Fund has been an institutional investor in State Street Corp (STT) since 2019 Q4. According to 2026 Q1 report, Dodge & Cox Stock Fund holds 2,682,300 shares with a market value of roughly $339.47M representing 0.30% of their equity portfolio. The fund/company first acquired STT in 2019 Q4, initially purchasing 643,810 shares. Since the initial investment, Dodge & Cox Stock Fund has made 18 more transactions in this position.

Does Dodge & Cox Stock Fund still hold STT?

Yes, Dodge & Cox Stock Fund continues to hold State Street Corp (STT). According to their 2026 Q1 report, they maintain a position of 2,682,300 shares valued at approximately $339.47M, representing 0.30% of their equity portfolio.

When did Dodge & Cox Stock Fund first invest in STT?

Dodge & Cox Stock Fund first invested in State Street Corp (STT) in 2019 Q4 at the reported quarter-end price of $79.10 per share, acquiring 643,810 shares in their initial purchase.

What is Dodge & Cox Stock Fund's average cost basis for STT?

Based on historical transaction data, Dodge & Cox Stock Fund's estimated cost basis for State Street Corp (STT) is approximately $59.92 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$59.92
Weighted AVG sell price:
$92.71

STT transactions history by Dodge & Cox Stock Fund

19 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.30%
2,682,300
$126.56
$339,471,888
-27.69% (-1,027,400)
-0.11%
2025 Q4
0.40%
3,709,700
$129.01
$478,588,397
-31.77% (-1,727,000)
-0.19%
2025 Q3
0.52%
5,436,700
$116.01
$630,711,567
-8.78% (-523,300)
-0.05%
2025 Q2
0.54%
5,960,000
$106.34
$633,786,400
+1.30% (+76,300)
+0.01%
2024 Q4
0.52%
5,883,700
$98.15
$577,485,155
-26.62% (-2,134,500)
-0.18%
2024 Q3
0.61%
8,018,200
$88.47
$709,370,154
-17.34% (-1,682,000)
-0.14%
2024 Q2
0.66%
9,700,200
$74.00
$717,814,800
-33.07% (-4,792,900)
-0.32%
2024 Q1
1.02%
14,493,100
$77.32
$1,120,606,492
-3.66% (-551,000)
-0.04%
2023 Q3
1.09%
15,044,100
$66.96
$1,007,352,936
-3.89% (-609,300)
-0.04%
2023 Q2
1.24%
15,653,400
$73.18
$1,145,515,812
+0.36% (+56,300)
+0%
2022 Q3
1.20%
$60.81
+0.20% (+30,500)
2021 Q4
1.50%
$93.00
-2.01% (-318,600)
2021 Q3
1.48%
$84.72
+10.29% (+1,482,500)
2021 Q2
1.33%
$82.28
+6.76% (+911,600)
2020 Q4
1.39%
$72.78
-0.16% (-22,100)
2020 Q3
1.32%
$59.33
+12.61% (+1,513,200)
2020 Q2
1.27%
$63.55
+2.13% (+250,000)
2020 Q1
1.22%
$53.27
+1,725.07% (+11,106,190)
2019 Q4
0.07%
$79.10
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.