AUA Capital Management’s Amdocs DOX Stock Holding History

AUA Capital Management’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
2023 Q1	–	Sell	-43	Closed	-$3.91K	–	156
2022 Q4	$3.91K	Sell	43 -181	-81%	-$15.4K	﹤0.01%	202
2022 Q3	$18K	Hold	224	–	–	0.01%	153
2022 Q2	$19K	Hold	224	–	–	0.01%	159
2022 Q1	$18K	Hold	224	–	–	0.01%	164
2021 Q4	$17K	Buy	224 +3	+1%	+$225	0.01%	155
2021 Q3	$17K	Hold	221	–	–	0.01%	151
2021 Q2	$17K	Buy	221 +4	+2%	+$309	0.01%	150
2021 Q1	$15K	Hold	217	–	–	0.01%	153
2020 Q4	$15K	Hold	217	–	–	0.01%	153
2020 Q3	$12K	Buy	217 +36	+20%	+$2.15K	0.01%	152
2020 Q2	$11K	Hold	181	–	–	0.01%	136
2020 Q1	$10K	Hold	181	–	–	0.01%	147
2019 Q4	$13K	Hold	181	–	–	0.01%	151
2019 Q3	$12K	Hold	181	–	–	0.01%	156
2019 Q2	$11K	Hold	181	–	–	0.01%	157
2019 Q1	$10K	Hold	181	–	–	0.01%	157
2018 Q4	$11K	Hold	181	–	–	0.01%	153
2018 Q3	$12K	Hold	181	–	–	0.01%	157
2018 Q2	$12K	Hold	181	–	–	0.01%	155
2018 Q1	$12K	Hold	181	–	–	0.01%	159
2017 Q4	$12K	Hold	181	–	–	0.01%	168
2017 Q3	$12K	Hold	181	–	–	0.01%	164
2017 Q2	$12K	Hold	181	–	–	0.01%	168
2017 Q1	$11K	Hold	181	–	–	0.01%	158
2016 Q4	$11K	Buy	+181	New	+$10.7K	0.01%	158

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

AUA Capital Management's DOX Position: Q1 2023 in Review

AUA Capital Management sold out of Amdocs (DOX) in Q1 2023, closing a stake of 43 shares — an estimated $3.91K sold.

AUA Capital Management first reported a position in DOX in Q4 2016 and held it in 25 quarters. The position peaked at $19K in Q2 2022. 455 funds tracked by Wall St. Rank hold DOX as of Q1 2023.

AUA Capital Management reported no remaining Amdocs position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 43 Amdocs shares in Q1 2023, an estimated $3.91K.
AUA Capital Management first reported a position in Amdocs in Q4 2016 and held it in 25 quarters.
AUA Capital Management's Amdocs position peaked at $19K in Q2 2022.
455 funds tracked by Wall St. Rank held Amdocs as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.