Evergreen Capital Management’s Amdocs DOX Stock Holding History

Evergreen 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
2026 Q1	$429K	Sell	6,513 -24	-0.4%	-$1.76K	0.01%	888
2025 Q4	$530K	Buy	6,537 +858	+15%	+$69K	0.01%	711
2025 Q3	$469K	Buy	5,679 +525	+10%	+$45.5K	0.01%	693
2025 Q2	$473K	Buy	+5,154	New	+$461K	0.01%	577
2019 Q1	–	Sell	-8,207	Closed	-$481K	–	411
2018 Q4	$481K	Hold	8,207	–	–	0.05%	212
2018 Q3	$541K	Hold	8,207	–	–	0.05%	213
2018 Q2	$543K	Hold	8,207	–	–	0.05%	211
2018 Q1	$548K	Buy	+8,207	New	+$552K	0.05%	199

Other funds holding DOX

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

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

BGC

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

BIP

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evergreen Capital Management's DOX Position: Q1 2026 in Review

Evergreen Capital Management reduced its Amdocs (DOX) stake by 0.37% in Q1 2026, selling an estimated $1.76K and leaving 6,513 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #888.

Evergreen Capital Management first reported a position in DOX in Q1 2018 and has held it in 8 quarters since. The position peaked at $548K in Q1 2018. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

Evergreen Capital Management held 6,513 shares of Amdocs worth $429K as of Q1 2026.
Evergreen Capital Management sold 24 Amdocs shares in Q1 2026, an estimated $1.76K.
Amdocs made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #888 holding.
Evergreen Capital Management first reported a position in Amdocs in Q1 2018 and has held it in 8 quarters since.
Evergreen Capital Management's Amdocs position peaked at $548K in Q1 2018.
473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.