Cary Street Partners Asset Management’s Amdocs DOX Stock Holding History

Cary Street Partners Asset 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
2023 Q2	–	Sell	-1,500	Closed	-$144K	–	243
2023 Q1	$144K	Hold	1,500	–	–	0.03%	184
2022 Q4	$136K	Hold	1,500	–	–	0.03%	200
2022 Q3	$119K	Buy	+1,500	New	+$127K	0.03%	179

Other funds holding DOX

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Cary Street Partners Asset Management's DOX Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Amdocs (DOX) in Q2 2023, closing a stake of 1,500 shares — an estimated $144K sold.

Cary Street Partners Asset Management first reported a position in DOX in Q3 2022 and held it in 3 quarters. The position peaked at $144K in Q1 2023. 468 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 1,500 Amdocs shares in Q2 2023, an estimated $144K.
Cary Street Partners Asset Management first reported a position in Amdocs in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's Amdocs position peaked at $144K in Q1 2023.
468 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.