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Berman Capital Advisors’s Amdocs DOX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$13K Buy
173
+29
+20% +$2.24K ﹤0.01% 1095
2021
Q2 		$11K Sell
144
-8
-5% -$618 ﹤0.01% 1109
2021
Q1 		$10K Hold
152
– – ﹤0.01% 1024
2020
Q4 		$10K Buy
152
+86
+130% +$5.4K ﹤0.01% 915
2020
Q3 		$3K Buy
66
+19
+40% +$1.14K ﹤0.01% 1180
2020
Q2 		$2K Buy
47
+11
+31% +$679 ﹤0.01% 1258
2020
Q1 		$2K Sell
36
-1
-3% -$67 ﹤0.01% 1115
2019
Q4 		$2K Buy
37
+1
+3% +$68 ﹤0.01% 1190
2019
Q3 		$2K Hold
36
– – ﹤0.01% 1169
2019
Q2 		$2K Hold
36
– – ﹤0.01% 1178
2019
Q1 		$1K Buy
36
+12
+50% +$675 ﹤0.01% 1195
2018
Q4 		$1K Buy
+24
New +$1.5K ﹤0.01% 975

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 $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Berman Capital Advisors's DOX Position: Q3 2021 in Review

Berman Capital Advisors increased its Amdocs (DOX) stake by 20% in Q3 2021, buying an estimated $2.24K and bringing the position to 173 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Berman Capital Advisors first reported a position in DOX in Q4 2018 and has held it in 12 quarters since. 412 funds tracked by Wall St. Rank hold DOX as of Q3 2021.

  • Berman Capital Advisors held 173 shares of Amdocs worth $13K as of Q3 2021.
  • Berman Capital Advisors bought 29 Amdocs shares in Q3 2021, an estimated $2.24K.
  • Amdocs made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1095 holding.
  • Berman Capital Advisors first reported a position in Amdocs in Q4 2018 and has held it in 12 quarters since.
  • 412 funds tracked by Wall St. Rank held Amdocs as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.