Caldwell Sutter Capital’s Amdocs DOX Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$1.37K	Hold	21	–	–	﹤0.01%	790
2025 Q4	$1.69K	Hold	21	–	–	﹤0.01%	766
2025 Q3	$1.72K	Hold	21	–	–	﹤0.01%	753
2025 Q2	$1.92K	Hold	21	–	–	﹤0.01%	725
2025 Q1	$1.92K	Hold	21	–	–	﹤0.01%	736
2024 Q4	$1.79K	Hold	21	–	–	﹤0.01%	758
2024 Q3	$1.84K	Hold	21	–	–	﹤0.01%	765
2024 Q2	$1.66K	Hold	21	–	–	﹤0.01%	776
2024 Q1	$1.9K	Hold	21	–	–	﹤0.01%	764
2023 Q4	$1.85K	Hold	21	–	–	﹤0.01%	770
2023 Q3	$1.77K	Hold	21	–	–	﹤0.01%	751
2023 Q2	$2.08K	Buy	+21	New	+$1.98K	﹤0.01%	739

Other funds holding DOX

Pzena Investment Management

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

Fidelity Investments

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

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

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

LSV Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return