Copeland Capital Management’s Amdocs DOX Stock Holding History

Copeland Capital 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
2025 Q1	–	Sell	-52	Closed	-$4.43K	–	295
2024 Q4	$4.43K	Hold	52	–	–	﹤0.01%	249
2024 Q3	$4.55K	Buy	+52	New	+$4.38K	﹤0.01%	231
2024 Q2	–	Sell	-52	Closed	-$4.7K	–	174
2024 Q1	$4.7K	Hold	52	–	–	﹤0.01%	228
2023 Q4	$4.57K	Hold	52	–	–	﹤0.01%	220
2023 Q3	$4.39K	Hold	52	–	–	﹤0.01%	227
2023 Q2	$5.14K	Hold	52	–	–	﹤0.01%	228
2023 Q1	$5K	Hold	52	–	–	﹤0.01%	221
2022 Q4	$5K	Hold	52	–	–	﹤0.01%	223
2022 Q3	$4K	Hold	52	–	–	﹤0.01%	222
2022 Q2	$4K	Hold	52	–	–	﹤0.01%	220
2022 Q1	$4K	Hold	52	–	–	﹤0.01%	220
2021 Q4	$4K	Buy	52 +17	+49%	+$1.28K	﹤0.01%	222
2021 Q3	$3K	Hold	35	–	–	﹤0.01%	235
2021 Q2	$3K	Hold	35	–	–	﹤0.01%	231
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	264
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	257
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	230
2020 Q2	$2K	Hold	35	–	–	﹤0.01%	219
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	214
2019 Q4	$3K	Hold	35	–	–	﹤0.01%	227
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	234
2019 Q2	$2K	Buy	35 +12	+52%	+$693	﹤0.01%	235
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	248
2018 Q4	$1K	Buy	+23	New	+$1.44K	﹤0.01%	256

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Copeland Capital Management's DOX Position: Q1 2025 in Review

Copeland Capital Management sold out of Amdocs (DOX) in Q1 2025, closing a stake of 52 shares — an estimated $4.43K sold.

Copeland Capital Management first reported a position in DOX in Q4 2018 and held it in 24 quarters. The position peaked at $5.14K in Q2 2023. 513 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

Copeland Capital Management reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
Copeland Capital Management sold 52 Amdocs shares in Q1 2025, an estimated $4.43K.
Copeland Capital Management first reported a position in Amdocs in Q4 2018 and held it in 24 quarters.
Copeland Capital Management's Amdocs position peaked at $5.14K in Q2 2023.
513 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Copeland Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.