Isthmus Partners’s Amdocs DOX Stock Holding History

Isthmus Partners’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	$384K	Buy	5,877 +1,319	+29%	+$96.5K	0.04%	160
2025 Q4	$367K	Buy	+4,558	New	+$366K	0.04%	159
2025 Q3	–	Sell	-4,537	Closed	-$414K	–	202
2025 Q2	$414K	Hold	4,537	–	–	0.05%	152
2025 Q1	$415K	Buy	4,537 +108	+2%	+$9.43K	0.05%	155
2024 Q4	$377K	Buy	4,429 +720	+19%	+$63.2K	0.05%	161
2024 Q3	$324K	Buy	3,709 +543	+17%	+$45.7K	0.04%	172
2024 Q2	$250K	Buy	3,166 +226	+8%	+$18.6K	0.03%	179
2024 Q1	$266K	Hold	2,940	–	–	0.03%	183
2023 Q4	$258K	Buy	+2,940	New	+$245K	0.03%	181
2018 Q4	–	Sell	-76	Closed	-$5K	–	177
2018 Q3	$5K	Hold	76	–	–	﹤0.01%	266
2018 Q2	$5K	Hold	76	–	–	﹤0.01%	249
2018 Q1	$5K	Hold	76	–	–	﹤0.01%	246
2017 Q4	$5K	Hold	76	–	–	﹤0.01%	267
2017 Q3	$5K	Hold	76	–	–	﹤0.01%	274
2017 Q2	$5K	Hold	76	–	–	﹤0.01%	270
2017 Q1	$5K	Hold	76	–	–	﹤0.01%	275
2016 Q4	$4K	Buy	+76	New	+$4.48K	﹤0.01%	286

Other funds holding DOX

Pzena Investment Management

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

Fidelity Investments

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

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

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

LSV Asset Management

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

Dimensional Fund Advisors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes

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

AQR Capital Management

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