Cresset Asset Management’s Amdocs DOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,491
Closed -$213K 1751
2024
Q4
$213K Sell
2,491
-4,359
-64% -$383K ﹤0.01% 1532
2024
Q3
$603K Buy
6,850
+2,184
+47% +$184K ﹤0.01% 1417
2024
Q2
$370K Sell
4,666
-1,572
-25% -$129K ﹤0.01% 1600
2024
Q1
$567K Buy
6,238
+1,848
+42% +$168K ﹤0.01% 1282
2023
Q4
$387K Sell
4,390
-995
-18% -$82.9K ﹤0.01% 1361
2023
Q3
$457K Buy
5,385
+1,520
+39% +$137K ﹤0.01% 1235
2023
Q2
$384K Buy
+3,865
New +$364K ﹤0.01% 1405
2021
Q4
Sell
-5,932
Closed -$451K 1170
2021
Q3
$451K Buy
5,932
+83
+1% +$6.42K 0.01% 671
2021
Q2
$455K Sell
5,849
-170
-3% -$13.1K 0.01% 594
2021
Q1
$424K Buy
6,019
+143
+2% +$10.8K 0.01% 536
2020
Q4
$419K Buy
5,876
+300
+5% +$18.8K 0.01% 445
2020
Q3
$322K Sell
5,576
-158
-3% -$9.44K 0.01% 490
2020
Q2
$351K Buy
5,734
+658
+13% +$40.6K 0.01% 418
2020
Q1
$279K Buy
+5,076
New +$340K 0.01% 412
2019
Q2
Sell
-5,931
Closed -$323K 790
2019
Q1
$323K Buy
5,931
+5,809
+4,761% +$327K 0.01% 249
2018
Q4
$7K Buy
+122
New +$7.65K ﹤0.01% 923

Other funds holding DOX