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Cresset Asset Management’s Amdocs DOX Stock Holding History

Cresset 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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Cresset Asset Management's DOX Position: Q1 2025 in Review

Cresset Asset Management sold out of Amdocs (DOX) in Q1 2025, closing a stake of 2,491 shares — an estimated $213K sold.

Cresset Asset Management first reported a position in DOX in Q4 2018 and held it in 16 quarters. The position peaked at $603K in Q3 2024. 513 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Cresset Asset Management reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Cresset Asset Management sold 2,491 Amdocs shares in Q1 2025, an estimated $213K.
  • Cresset Asset Management first reported a position in Amdocs in Q4 2018 and held it in 16 quarters.
  • Cresset Asset Management's Amdocs position peaked at $603K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.