Elm Advisors’s Amdocs DOX Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-40	Closed	-$3K	–	129
2020 Q4	$3K	Buy	+40	New	+$2.51K	﹤0.01%	262
2018 Q4	–	Sell	-40	Closed	-$3K	–	122
2018 Q3	$3K	Buy	+40	New	+$2.65K	﹤0.01%	284

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

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

Elm Advisors's DOX Position: Q1 2021 in Review

Elm Advisors sold out of Amdocs (DOX) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Elm Advisors first reported a position in DOX in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 439 funds tracked by Wall St. Rank hold DOX as of Q1 2021.

Elm Advisors reported no remaining Amdocs position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 40 Amdocs shares in Q1 2021, an estimated $3K.
Elm Advisors first reported a position in Amdocs in Q3 2018 and held it in 2 quarters.
Elm Advisors's Amdocs position peaked at $3K in Q4 2020.
439 funds tracked by Wall St. Rank held Amdocs as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.