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Carroll Financial Associates’s Amdocs DOX Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-7
Closed – – 1679
2021
Q3 		$0 Buy
+7
New +$542 ﹤0.01% 1803
2021
Q2 		– Sell
-44
Closed -$3K – 1718
2021
Q1 		$3K Buy
44
+23
+110% +$1.74K ﹤0.01% 1439
2020
Q4 		$1K Hold
21
– – ﹤0.01% 1448
2020
Q3 		$1K Sell
21
-2,254
-99% -$135K ﹤0.01% 1402
2020
Q2 		$138K Buy
2,275
+2,104
+1,230% +$130K 0.01% 398
2020
Q1 		$9K Hold
171
– – ﹤0.01% 965
2019
Q4 		$12K Hold
171
– – ﹤0.01% 994
2019
Q3 		$11K Hold
171
– – ﹤0.01% 960
2019
Q2 		$10K Hold
171
– – ﹤0.01% 1010
2019
Q1 		$9K Buy
171
+21
+14% +$1.18K ﹤0.01% 966
2018
Q4 		$8K Buy
+150
New +$9.4K ﹤0.01% 911
2018
Q2 		– Sell
-22
Closed -$1K – 1268
2018
Q1 		$1K Buy
+22
New +$1.48K ﹤0.01% 1186
2014
Q3 		– Sell
-490
Closed -$23K – 856
2014
Q2 		$23K Buy
490
+270
+123% +$12.7K 0.01% 449
2014
Q1 		$10K Buy
+220
New +$9.62K ﹤0.01% 532

Other funds holding DOX

Fidelity Investments
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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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $55.1B AUM 45.38% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Carroll Financial Associates's DOX Position: Q4 2021 in Review

Carroll Financial Associates sold out of Amdocs (DOX) in Q4 2021, closing a stake of 7 shares.

Carroll Financial Associates first reported a position in DOX in Q1 2014 and held it in 14 quarters. The position peaked at $138K in Q2 2020. 417 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Carroll Financial Associates reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 7 Amdocs shares in Q4 2021.
  • Carroll Financial Associates first reported a position in Amdocs in Q1 2014 and held it in 14 quarters.
  • Carroll Financial Associates's Amdocs position peaked at $138K in Q2 2020.
  • 417 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.