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Caldwell Investment Management’s Amdocs DOX Stock Holding History

Caldwell Investment 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
2024
Q2 		– Sell
-12,400
Closed -$1.12M – 37
2024
Q1 		$1.12M Hold
12,400
– – 0.83% 27
2023
Q4 		$1.09M Hold
12,400
– – 0.84% 26
2023
Q3 		$1.04M Hold
12,400
– – 1.01% 23
2023
Q2 		$1.22M Hold
12,400
– – 0.92% 24
2023
Q1 		$1.19M Sell
12,400
-6,300
-34% -$583K 1.18% 19
2022
Q4 		$1.7M Sell
18,700
-1,900
-9% -$162K 1.8% 14
2022
Q3 		$1.64M Hold
20,600
– – 2% 12
2022
Q2 		$1.72M Hold
20,600
– – 1.72% 15
2022
Q1 		$1.7M Hold
20,600
– – 1.35% 17
2021
Q4 		$1.56M Buy
+20,600
New +$1.55M 1.22% 21

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Caldwell Investment Management's DOX Position: Q2 2024 in Review

Caldwell Investment Management sold out of Amdocs (DOX) in Q2 2024, closing a stake of 12,400 shares — an estimated $1.12M sold.

Caldwell Investment Management first reported a position in DOX in Q4 2021 and held it in 10 quarters. The position peaked at $1.72M in Q2 2022. 502 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

  • Caldwell Investment Management reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
  • Caldwell Investment Management sold 12,400 Amdocs shares in Q2 2024, an estimated $1.12M.
  • Caldwell Investment Management first reported a position in Amdocs in Q4 2021 and held it in 10 quarters.
  • Caldwell Investment Management's Amdocs position peaked at $1.72M in Q2 2022.
  • 502 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Caldwell Investment Management's 13F filing for Q2 2024, filed 22 Jul 2024.