HCC
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Hirtle Callaghan & Co’s Amdocs DOX Stock Holding History

Hirtle Callaghan & Co’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
2017
Q4 		– Sell
-478
Closed -$31K – 172
2017
Q3 		$31K Hold
478
– – ﹤0.01% 124
2017
Q2 		$30K Sell
478
-118
-20% -$7.45K ﹤0.01% 97
2017
Q1 		$36K Hold
596
– – 0.01% 102
2016
Q4 		$34K Sell
596
-388
-39% -$22.9K 0.01% 87
2016
Q3 		$57K Hold
984
– – 0.01% 132
2016
Q2 		$57K Sell
984
-3,100
-76% -$178K 0.01% 114
2016
Q1 		$247K Sell
4,084
-295
-7% -$16.5K 0.05% 80
2015
Q4 		$239K Sell
4,379
-190
-4% -$10.9K 0.06% 41
2015
Q3 		$260K Hold
4,569
– – 0.04% 49
2015
Q2 		$249K Buy
+4,569
New +$251K 0.08% 60

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return