Excalibur Management’s Amdocs DOX Stock Holding History

Excalibur Management’s Portfolio DOX Stock Details DOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$518K	Hold	5,676	–	–	0.19%	99
2025 Q1	$519K	Hold	5,676	–	–	0.2%	99
2024 Q4	$483K	Sell	5,676 -164	-3%	-$14K	0.19%	101
2024 Q3	$511K	Sell	5,840 -117	-2%	-$10.2K	0.19%	100
2024 Q2	$470K	Sell	5,957 -570	-9%	-$45K	0.19%	102
2024 Q1	$590K	Sell	6,527 -185	-3%	-$16.7K	0.25%	89
2023 Q4	$593K	Sell	6,712 -238	-3%	-$21K	0.28%	87
2023 Q3	$587K	Buy	6,950 +4,000	+136%	+$338K	0.31%	82
2023 Q2	$292K	Hold	2,950	–	–	0.15%	121
2023 Q1	$283K	Sell	2,950 -550	-16%	-$52.8K	0.15%	124
2022 Q4	$318K	Hold	3,500	–	–	0.17%	116
2022 Q3	$278K	Hold	3,500	–	–	0.16%	119
2022 Q2	$292K	Sell	3,500 -600	-15%	-$50.1K	0.15%	118
2022 Q1	$337K	Hold	4,100	–	–	0.15%	117
2021 Q4	$307K	Hold	4,100	–	–	0.12%	133
2021 Q3	$310K	Hold	4,100	–	–	0.14%	127
2021 Q2	$317K	Hold	4,100	–	–	0.14%	122
2021 Q1	$288K	Hold	4,100	–	–	0.14%	126
2020 Q4	$291K	Hold	4,100	–	–	0.16%	114
2020 Q3	$235K	Hold	4,100	–	–	0.14%	112
2020 Q2	$250K	Hold	4,100	–	–	0.17%	99
2020 Q1	$225K	Sell	4,100 -1,100	-21%	-$60.4K	0.17%	97
2019 Q4	$375K	Hold	5,200	–	–	0.25%	74
2019 Q3	$344K	Hold	5,200	–	–	0.31%	51
2019 Q2	$323K	Hold	5,200	–	–	0.3%	51
2019 Q1	$281K	Hold	5,200	–	–	0.27%	54
2018 Q4	$305K	Hold	5,200	–	–	0.31%	51
2018 Q3	$343K	Hold	5,200	–	–	0.29%	49
2018 Q2	$344K	Hold	5,200	–	–	0.27%	56
2018 Q1	$347K	Sell	5,200 -800	-13%	-$53.4K	0.28%	53
2017 Q4	$393K	Hold	6,000	–	–	0.33%	51
2017 Q3	$386K	Hold	6,000	–	–	0.33%	46
2017 Q2	$387K	Sell	6,000 -300	-5%	-$19.4K	0.35%	44
2017 Q1	$384K	Hold	6,300	–	–	0.34%	46
2016 Q4	$367K	Hold	6,300	–	–	0.33%	48
2016 Q3	$364K	Hold	6,300	–	–	0.35%	45
2016 Q2	$364K	Hold	6,300	–	–	0.31%	46
2016 Q1	$381K	Hold	6,300	–	–	0.34%	44
2015 Q4	$344K	Hold	6,300	–	–	0.32%	45
2015 Q3	$358K	Sell	6,300 -2,000	-24%	-$114K	0.36%	42
2015 Q2	$453K	Hold	8,300	–	–	0.42%	38
2015 Q1	$452K	Sell	8,300 -2,000	-19%	-$109K	0.44%	36
2014 Q4	$481K	Hold	10,300	–	–	0.48%	36
2014 Q3	$473K	Hold	10,300	–	–	0.49%	37
2014 Q2	$477K	Hold	10,300	–	–	0.5%	35
2014 Q1	$479K	Sell	10,300 -2,400	-19%	-$112K	0.52%	34
2013 Q4	$524K	Sell	12,700 -500	-4%	-$20.6K	0.57%	32
2013 Q3	$484K	Hold	13,200	–	–	0.57%	33
2013 Q2	$490K	Buy	+13,200	New	+$490K	0.61%	33