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Braun Stacey Associates’s Amdocs DOX Stock Holding History

Braun Stacey Associates’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
Q4 		– Sell
-33,409
Closed -$2.82M – 118
2023
Q3 		$2.82M Sell
33,409
-101,071
-75% -$9.13M 0.14% 95
2023
Q2 		$13.3M Sell
134,480
-195,590
-59% -$18.4M 0.62% 77
2023
Q1 		$31.7M Buy
+330,070
New +$30.5M 0.83% 60

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Braun Stacey Associates's DOX Position: Q4 2023 in Review

Braun Stacey Associates sold out of Amdocs (DOX) in Q4 2023, closing a stake of 33,409 shares — an estimated $2.82M sold.

Braun Stacey Associates first reported a position in DOX in Q1 2023 and held it in 3 quarters. The position peaked at $31.7M in Q1 2023. 510 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

  • Braun Stacey Associates reported no remaining Amdocs position as of Q4 2023 after selling out during the quarter.
  • Braun Stacey Associates sold 33,409 Amdocs shares in Q4 2023, an estimated $2.82M.
  • Braun Stacey Associates first reported a position in Amdocs in Q1 2023 and held it in 3 quarters.
  • Braun Stacey Associates's Amdocs position peaked at $31.7M in Q1 2023.
  • 510 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Braun Stacey Associates's 13F filing for Q4 2023, filed 23 Jan 2024.