DI
DOX icon

Disciplined Investments’s Amdocs DOX Stock Holding History

Disciplined Investments’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
-24
Closed -$2.37K – 502
2023
Q2 		$2.37K Hold
24
– – ﹤0.01% 601
2023
Q1 		$2.31K Sell
24
-1
-4% -$93 ﹤0.01% 610
2022
Q4 		$2.27K Sell
25
-2
-7% -$170 ﹤0.01% 585
2022
Q3 		$2K Sell
27
-1
-4% -$85 ﹤0.01% 611
2022
Q2 		$2K Buy
28
+8
+40% +$659 ﹤0.01% 639
2022
Q1 		$2K Buy
+20
New +$1.57K ﹤0.01% 669

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

Disciplined Investments's DOX Position: Q3 2023 in Review

Disciplined Investments sold out of Amdocs (DOX) in Q3 2023, closing a stake of 24 shares — an estimated $2.37K sold.

Disciplined Investments first reported a position in DOX in Q1 2022 and held it in 6 quarters. The position peaked at $2.37K in Q2 2023. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

  • Disciplined Investments reported no remaining Amdocs position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 24 Amdocs shares in Q3 2023, an estimated $2.37K.
  • Disciplined Investments first reported a position in Amdocs in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Amdocs position peaked at $2.37K in Q2 2023.
  • 482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.