Claris Advisors’s Amdocs DOX Stock Holding History

Claris Advisors’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 Q4	–	Sell	-7	Closed	-$612	–	368
2024 Q3	$612	Buy	+7	New	+$589	﹤0.01%	587

Other funds holding DOX

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Claris Advisors's DOX Position: Q4 2024 in Review

Claris Advisors sold out of Amdocs (DOX) in Q4 2024, closing a stake of 7 shares — an estimated $612 sold.

Claris Advisors first reported a position in DOX in Q3 2024 and held it in 1 quarter. The position peaked at $612 in Q3 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

Claris Advisors reported no remaining Amdocs position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Amdocs shares in Q4 2024, an estimated $612.
Claris Advisors first reported a position in Amdocs in Q3 2024 and held it in 1 quarter.
Claris Advisors's Amdocs position peaked at $612 in Q3 2024.
513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.