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Almanack Investment Partners’s Amdocs DOX Stock Holding History

Almanack Investment Partners’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$3K – 432
2022
Q3 		$3K Buy
+40
New +$3.39K ﹤0.01% 657
2020
Q4 		– Sell
-13,580
Closed -$824K – 413
2020
Q3 		$824K Hold
13,580
– – 0.1% 133
2020
Q2 		$831K Hold
13,580
– – 0.15% 78
2020
Q1 		$751K Buy
+13,580
New +$910K 0.16% 82

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Almanack Investment Partners's DOX Position: Q4 2022 in Review

Almanack Investment Partners sold out of Amdocs (DOX) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Almanack Investment Partners first reported a position in DOX in Q1 2020 and held it in 4 quarters. The position peaked at $831K in Q2 2020. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • Almanack Investment Partners reported no remaining Amdocs position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 40 Amdocs shares in Q4 2022, an estimated $3K.
  • Almanack Investment Partners first reported a position in Amdocs in Q1 2020 and held it in 4 quarters.
  • Almanack Investment Partners's Amdocs position peaked at $831K in Q2 2020.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.