Donoghue Forlines’s Amdocs DOX Stock Holding History

Donoghue Forlines’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 Q2	–	Sell	-2,258	Closed	-$204K	–	234
2024 Q1	$204K	Buy	+2,258	New	+$206K	0.06%	218
2023 Q1	–	Sell	-15,115	Closed	-$1.37M	–	229
2022 Q4	$1.37M	Buy	15,115 +1,634	+12%	+$139K	0.49%	51
2022 Q3	$1.07M	Buy	+13,481	New	+$1.14M	0.39%	29

Other funds holding DOX

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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Donoghue Forlines's DOX Position: Q2 2024 in Review

Donoghue Forlines sold out of Amdocs (DOX) in Q2 2024, closing a stake of 2,258 shares — an estimated $204K sold.

Donoghue Forlines first reported a position in DOX in Q3 2022 and held it in 3 quarters. The position peaked at $1.37M in Q4 2022. 501 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

Donoghue Forlines reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
Donoghue Forlines sold 2,258 Amdocs shares in Q2 2024, an estimated $204K.
Donoghue Forlines first reported a position in Amdocs in Q3 2022 and held it in 3 quarters.
Donoghue Forlines's Amdocs position peaked at $1.37M in Q4 2022.
501 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.