Aperio Group’s Amdocs DOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $39.3M | Buy |
553,953
+49,289
| +10% | +$3.09M | 0.12% | 169 |
|
|
2020
Q3 | $29M | Sell |
504,664
-112,595
| -18% | -$6.73M | 0.1% | 198 |
|
|
2020
Q2 | $37.6M | Sell |
617,259
-141,550
| -19% | -$8.74M | 0.14% | 149 |
|
|
2020
Q1 | $41.7M | Buy |
758,809
+21,899
| +3% | +$1.47M | 0.18% | 106 |
|
|
2019
Q4 | $53.2M | Buy |
736,910
+115,556
| +19% | +$7.87M | 0.19% | 105 |
|
|
2019
Q3 | $41.1M | Buy |
621,354
+93,026
| +18% | +$5.98M | 0.16% | 138 |
|
|
2019
Q2 | $32.8M | Sell |
528,328
-4,401
| -0.8% | -$254K | 0.13% | 168 |
|
|
2019
Q1 | $28.8M | Sell |
532,729
-343,468
| -39% | -$19.3M | 0.12% | 182 |
|
|
2018
Q4 | $51.3M | Sell |
876,197
-38,142
| -4% | -$2.39M | 0.26% | 77 |
|
|
2018
Q3 | $60.3M | Sell |
914,339
-31,872
| -3% | -$2.11M | 0.27% | 73 |
|
|
2018
Q2 | $62.6M | Buy |
946,211
+39,977
| +4% | +$2.69M | 0.3% | 63 |
|
|
2018
Q1 | $60.5M | Buy |
906,234
+3,131
| +0.3% | +$211K | 0.3% | 68 |
|
|
2017
Q4 | $59.1M | Sell |
903,103
-24,732
| -3% | -$1.61M | 0.3% | 62 |
|
|
2017
Q3 | $59.7M | Buy |
927,835
+100,145
| +12% | +$6.47M | 0.34% | 58 |
|
|
2017
Q2 | $53.4M | Sell |
827,690
-9,356
| -1% | -$591K | 0.33% | 57 |
|
|
2017
Q1 | $51.1M | Sell |
837,046
-53,423
| -6% | -$3.21M | 0.35% | 50 |
|
|
2016
Q4 | $51.9M | Sell |
890,469
-436,047
| -33% | -$25.7M | 0.4% | 40 |
|
|
2016
Q3 | $76.7M | Buy |
1,326,516
+120,844
| +10% | +$7.12M | 0.56% | 27 |
|
|
2016
Q2 | $69.6M | Buy |
1,205,672
+125,088
| +12% | +$7.17M | 0.54% | 31 |
|
|
2016
Q1 | $65.3M | Buy |
1,080,584
+73,268
| +7% | +$4.1M | 0.56% | 29 |
|
|
2015
Q4 | $55M | Buy |
1,007,316
+44,843
| +5% | +$2.57M | 0.5% | 32 |
|
|
2015
Q3 | $54.7M | Buy |
962,473
+81,705
| +9% | +$4.68M | 0.56% | 26 |
|
|
2015
Q2 | $48.1M | Buy |
880,768
+66,022
| +8% | +$3.63M | 0.5% | 30 |
|
|
2015
Q1 | $44.3M | Buy |
814,746
+134,074
| +20% | +$6.76M | 0.5% | 29 |
|
|
2014
Q4 | $31.8M | Buy |
680,672
+116,638
| +21% | +$5.46M | 0.39% | 44 |
|
|
2014
Q3 | $25.9M | Buy |
564,034
+78,526
| +16% | +$3.68M | 0.35% | 55 |
|
|
2014
Q2 | $22.5M | Buy |
485,508
+88,224
| +22% | +$4.16M | 0.33% | 60 |
|
|
2014
Q1 | $18.5M | Buy |
+397,284
| New | +$17.4M | 0.26% | 68 |
|
|
2013
Q4 | – | Sell |
-163,413
| Closed | -$6.43M | – | 120 |
|
|
2013
Q3 | $5.99M | Buy |
163,413
+43,717
| +37% | +$1.65M | 0.12% | 215 |
|
|
2013
Q2 | $4.44M | Buy |
+119,696
| New | +$4.27M | 0.11% | 235 |
|
Other funds holding DOX
BGC
Aperio Group's DOX Position: Q4 2020 in Review
Aperio Group increased its Amdocs (DOX) stake by 9.8% in Q4 2020, buying an estimated $3.09M and bringing the position to 553,953 shares worth $39.3M. The position accounts for 0.12% of the portfolio, ranked #169.
Aperio Group first reported a position in DOX in Q2 2013 and has held it in 30 quarters since. The position peaked at $76.7M in Q3 2016. 419 funds tracked by Wall St. Rank hold DOX as of Q4 2020.
- Aperio Group held 553,953 shares of Amdocs worth $39.3M as of Q4 2020.
- Aperio Group bought 49,289 Amdocs shares in Q4 2020, an estimated $3.09M.
- Amdocs made up 0.12% of Aperio Group's portfolio in Q4 2020, its #169 holding.
- Aperio Group first reported a position in Amdocs in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Amdocs position peaked at $76.7M in Q3 2016.
- 419 funds tracked by Wall St. Rank held Amdocs as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.