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Boston Financial Management’s Amdocs DOX Stock Holding History

Boston Financial 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
2020
Q4 		– Sell
-152,145
Closed -$8.73M – 233
2020
Q3 		$8.73M Sell
152,145
-22,900
-13% -$1.37M 0.43% 60
2020
Q2 		$10.7M Sell
175,045
-1,580
-0.9% -$97.6K 0.57% 49
2020
Q1 		$9.71M Buy
176,625
+8,201
+5% +$550K 0.62% 44
2019
Q4 		$12.2M Buy
168,424
+1,863
+1% +$127K 0.67% 51
2019
Q3 		$11M Buy
166,561
+4,956
+3% +$318K 0.63% 53
2019
Q2 		$10M Buy
161,605
+2,664
+2% +$154K 0.58% 57
2019
Q1 		$8.6M Buy
158,941
+8,153
+5% +$458K 0.52% 63
2018
Q4 		$8.83M Buy
150,788
+23,893
+19% +$1.5M 0.61% 61
2018
Q3 		$8.37M Buy
126,895
+11,327
+10% +$749K 0.49% 68
2018
Q2 		$7.65M Buy
115,568
+3,804
+3% +$256K 0.52% 68
2018
Q1 		$7.46M Buy
111,764
+4,940
+5% +$332K 0.51% 74
2017
Q4 		$7M Buy
106,824
+4,788
+5% +$311K 0.47% 73
2017
Q3 		$6.56M Buy
102,036
+6,749
+7% +$436K 0.47% 79
2017
Q2 		$6.14M Buy
95,287
+5,675
+6% +$358K 0.44% 82
2017
Q1 		$5.46M Buy
89,612
+11,261
+14% +$677K 0.41% 87
2016
Q4 		$4.56M Buy
78,351
+20,255
+35% +$1.2M 0.36% 97
2016
Q3 		$3.36M Buy
58,096
+15,869
+38% +$935K 0.27% 119
2016
Q2 		$2.44M Buy
42,227
+11,156
+36% +$640K 0.2% 141
2016
Q1 		$1.88M Buy
31,071
+2,687
+9% +$150K 0.28% 100
2015
Q4 		$1.55M Buy
28,384
+10,029
+55% +$575K 0.22% 107
2015
Q3 		$1.04M Buy
18,355
+3,038
+20% +$174K 0.15% 131
2015
Q2 		$836K Buy
+15,317
New +$842K 0.11% 149

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Boston Financial Management's DOX Position: Q4 2020 in Review

Boston Financial Management sold out of Amdocs (DOX) in Q4 2020, closing a stake of 152,145 shares — an estimated $8.73M sold.

Boston Financial Management first reported a position in DOX in Q2 2015 and held it in 22 quarters. The position peaked at $12.2M in Q4 2019. 420 funds tracked by Wall St. Rank hold DOX as of Q4 2020.

  • Boston Financial Management reported no remaining Amdocs position as of Q4 2020 after selling out during the quarter.
  • Boston Financial Management sold 152,145 Amdocs shares in Q4 2020, an estimated $8.73M.
  • Boston Financial Management first reported a position in Amdocs in Q2 2015 and held it in 22 quarters.
  • Boston Financial Management's Amdocs position peaked at $12.2M in Q4 2019.
  • 420 funds tracked by Wall St. Rank held Amdocs as of Q4 2020.

Based on Boston Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.