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Harel Insurance Investments & Financial Services’s Amdocs DOX Stock Holding History

Harel Insurance Investments & Financial Services’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
2024
Q3 		– Sell
-956
Closed -$75K – 514
2024
Q2 		$75K Sell
956
-1,084
-53% -$89.1K ﹤0.01% 335
2024
Q1 		$184K Sell
2,040
-226,280
-99% -$20.6M ﹤0.01% 256
2023
Q4 		$20.2M Sell
228,320
-94,142
-29% -$7.84M 0.35% 49
2023
Q3 		$27.4M Sell
322,462
-142,807
-31% -$12.9M 0.54% 45
2023
Q2 		$46.2M Sell
465,269
-32,706
-7% -$3.08M 1.14% 24
2023
Q1 		$47.8M Sell
497,975
-26,315
-5% -$2.43M 0.98% 30
2022
Q4 		$47.7M Sell
524,290
-399
-0.1% -$33.9K 1.05% 25
2022
Q3 		$41.7M Buy
524,689
+51,509
+11% +$4.36M 1.02% 28
2022
Q2 		$39.6M Buy
+473,180
New +$39M 0.83% 36
2022
Q1 		– Sell
-498,553
Closed -$37.5M – 735
2021
Q4 		$37.5M Buy
498,553
+312,913
+169% +$23.5M 0.71% 44
2021
Q3 		$14.1M Hold
185,640
– – 0.37% 43
2021
Q2 		$14.4M Buy
185,640
+4,700
+3% +$363K 0.32% 51
2021
Q1 		$12.8M Buy
180,940
+166,240
+1,131% +$12.6M 0.24% 57
2020
Q4 		$992K Sell
14,700
-365,357
-96% -$22.9M 0.02% 284
2020
Q3 		$21.9M Buy
380,057
+50,207
+15% +$3M 0.75% 40
2020
Q2 		$20.2M Buy
329,850
+1,000
+0.3% +$61.8K 0.69% 42
2020
Q1 		$18.2M Buy
328,850
+326,947
+17,181% +$21.9M 0.85% 36
2019
Q4 		$137K Sell
1,903
-1,514
-44% -$103K 0.01% 244
2019
Q3 		$226K Buy
+3,417
New +$220K 0.01% 196
2019
Q2 		– Sell
-3,812
Closed -$207K – 481
2019
Q1 		$207K Buy
+3,812
New +$214K 0.01% 123

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
Pzena Investment Management
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DOX Position: Q3 2024 in Review

Harel Insurance Investments & Financial Services sold out of Amdocs (DOX) in Q3 2024, closing a stake of 956 shares — an estimated $75K sold.

Harel Insurance Investments & Financial Services first reported a position in DOX in Q1 2019 and held it in 20 quarters. The position peaked at $47.8M in Q1 2023. 500 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • Harel Insurance Investments & Financial Services reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 956 Amdocs shares in Q3 2024, an estimated $75K.
  • Harel Insurance Investments & Financial Services first reported a position in Amdocs in Q1 2019 and held it in 20 quarters.
  • Harel Insurance Investments & Financial Services's Amdocs position peaked at $47.8M in Q1 2023.
  • 500 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2024, filed 15 Oct 2024.