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Chase Investment Counsel’s Amdocs DOX Stock Holding History

Chase Investment Counsel’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
Q3 		– Sell
-42,950
Closed -$4.25M – 118
2023
Q2 		$4.25M Sell
42,950
-384
-0.9% -$36.1K 2.14% 11
2023
Q1 		$4.16M Buy
43,334
+11,129
+35% +$1.03M 2.3% 9
2022
Q4 		$2.93M Sell
32,205
-135
-0.4% -$11.5K 1.79% 25
2022
Q3 		$2.57M Buy
+32,340
New +$2.74M 1.63% 22

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Chase Investment Counsel's DOX Position: Q3 2023 in Review

Chase Investment Counsel sold out of Amdocs (DOX) in Q3 2023, closing a stake of 42,950 shares — an estimated $4.25M sold.

Chase Investment Counsel first reported a position in DOX in Q3 2022 and held it in 4 quarters. The position peaked at $4.25M in Q2 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

  • Chase Investment Counsel reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
  • Chase Investment Counsel sold 42,950 Amdocs shares in Q3 2023, an estimated $4.25M.
  • Chase Investment Counsel first reported a position in Amdocs in Q3 2022 and held it in 4 quarters.
  • Chase Investment Counsel's Amdocs position peaked at $4.25M in Q2 2023.
  • 482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Chase Investment Counsel's 13F filing for Q3 2023, filed 8 Nov 2023.