Echo Street Capital Management’s Amdocs DOX Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-5,772	Closed	-$488K	–	129
2023 Q3	$488K	Buy	+5,772	New	+$521K	﹤0.01%	267
2022 Q4	–	Sell	-4,304	Closed	-$342K	–	539
2022 Q3	$342K	Buy	+4,304	New	+$365K	﹤0.01%	365
2021 Q3	–	Sell	-3,438	Closed	-$266K	–	654
2021 Q2	$266K	Sell	3,438 -7,766	-69%	-$600K	﹤0.01%	502
2021 Q1	$786K	Buy	+11,204	New	+$846K	0.01%	207
2020 Q3	–	Sell	-16,801	Closed	-$1.02M	–	187
2020 Q2	$1.02M	Sell	16,801 -391,776	-96%	-$24.2M	0.01%	261
2020 Q1	$22.5M	Buy	408,577 +158,446	+63%	+$10.6M	0.48%	80
2019 Q4	$18.1M	Sell	250,131 -335,349	-57%	-$22.8M	0.28%	120
2019 Q3	$38.7M	Buy	585,480 +139,580	+31%	+$8.97M	0.66%	61
2019 Q2	$27.7M	Sell	445,900 -42,956	-9%	-$2.48M	0.49%	79
2019 Q1	$26.5M	Buy	488,856 +393,386	+412%	+$22.1M	0.52%	77
2018 Q4	$5.59M	Sell	95,470 -23,335	-20%	-$1.46M	0.14%	154
2018 Q3	$7.84M	Buy	+118,805	New	+$7.86M	0.17%	151

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Echo Street Capital Management's DOX Position: Q4 2023 in Review

Echo Street Capital Management sold out of Amdocs (DOX) in Q4 2023, closing a stake of 5,772 shares — an estimated $488K sold.

Echo Street Capital Management first reported a position in DOX in Q3 2018 and held it in 12 quarters. The position peaked at $38.7M in Q3 2019. 510 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

Echo Street Capital Management reported no remaining Amdocs position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 5,772 Amdocs shares in Q4 2023, an estimated $488K.
Echo Street Capital Management first reported a position in Amdocs in Q3 2018 and held it in 12 quarters.
Echo Street Capital Management's Amdocs position peaked at $38.7M in Q3 2019.
510 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.