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Eagle Ridge Investment Management’s Amdocs DOX Stock Holding History

Eagle Ridge Investment 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
2022
Q4 		– Sell
-152,836
Closed -$12.1M – 153
2022
Q3 		$12.1M Sell
152,836
-1,736
-1% -$147K 1.52% 21
2022
Q2 		$12.9M Sell
154,572
-1,053
-0.7% -$86.8K 1.55% 20
2022
Q1 		$12.8M Buy
155,625
+2,576
+2% +$202K 1.36% 26
2021
Q4 		$11.5M Buy
153,049
+5,030
+3% +$378K 1.2% 35
2021
Q3 		$11.2M Buy
148,019
+2,473
+2% +$191K 1.25% 36
2021
Q2 		$11.3M Buy
145,546
+1,738
+1% +$134K 1.31% 34
2021
Q1 		$10.1M Buy
143,808
+3,192
+2% +$241K 1.22% 37
2020
Q4 		$9.97M Buy
140,616
+7,898
+6% +$496K 1.26% 32
2020
Q3 		$7.62M Buy
132,718
+2,444
+2% +$146K 1.07% 38
2020
Q2 		$7.93M Sell
130,274
-1,458
-1% -$90.1K 1.2% 36
2020
Q1 		$7.24M Sell
131,732
-27
-0% -$1.81K 1.26% 25
2019
Q4 		$9.51M Buy
131,759
+757
+0.6% +$51.6K 1.28% 28
2019
Q3 		$8.66M Buy
131,002
+665
+0.5% +$42.7K 1.26% 29
2019
Q2 		$8.09M Buy
130,337
+1,407
+1% +$81.3K 1.17% 32
2019
Q1 		$6.98M Buy
128,930
+2,075
+2% +$117K 1.03% 42
2018
Q4 		$7.43M Sell
126,855
-695
-0.5% -$43.6K 1.26% 30
2018
Q3 		$8.42M Buy
127,550
+655
+0.5% +$43.3K 1.21% 30
2018
Q2 		$8.4M Buy
126,895
+1,948
+2% +$131K 1.27% 31
2018
Q1 		$8.34M Buy
124,947
+14,409
+13% +$969K 1.29% 30
2017
Q4 		$7.24M Buy
110,538
+3,360
+3% +$218K 1.12% 39
2017
Q3 		$6.89M Buy
107,178
+1,606
+2% +$104K 1.14% 38
2017
Q2 		$6.8M Buy
105,572
+3,043
+3% +$192K 1.29% 35
2017
Q1 		$6.25M Buy
102,529
+3,935
+4% +$237K 1.22% 37
2016
Q4 		$5.74M Sell
98,594
-75
-0.1% -$4.42K 1.19% 37
2016
Q3 		$5.71M Buy
98,669
+1,175
+1% +$69.2K 1.27% 34
2016
Q2 		$5.63M Sell
97,494
-145
-0.1% -$8.31K 1.29% 34
2016
Q1 		$5.9M Buy
97,639
+3,640
+4% +$204K 1.38% 26
2015
Q4 		$5.13M Sell
93,999
-85
-0.1% -$4.88K 1.23% 34
2015
Q3 		$5.35M Buy
+94,084
New +$5.38M 1.38% 28

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Eagle Ridge Investment Management's DOX Position: Q4 2022 in Review

Eagle Ridge Investment Management sold out of Amdocs (DOX) in Q4 2022, closing a stake of 152,836 shares — an estimated $12.1M sold.

Eagle Ridge Investment Management first reported a position in DOX in Q3 2015 and held it in 29 quarters. The position peaked at $12.9M in Q2 2022. 459 funds tracked by Wall St. Rank hold DOX as of Q4 2022.

  • Eagle Ridge Investment Management reported no remaining Amdocs position as of Q4 2022 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 152,836 Amdocs shares in Q4 2022, an estimated $12.1M.
  • Eagle Ridge Investment Management first reported a position in Amdocs in Q3 2015 and held it in 29 quarters.
  • Eagle Ridge Investment Management's Amdocs position peaked at $12.9M in Q2 2022.
  • 459 funds tracked by Wall St. Rank held Amdocs as of Q4 2022.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2022, filed 19 Jan 2023.