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Jacobi Capital Management’s Amdocs DOX Stock Holding History

Jacobi 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
2021
Q4 		– Sell
-1,955
Closed -$148K – 634
2021
Q3 		$148K Hold
1,955
– – 0.02% 450
2021
Q2 		$151K Hold
1,955
– – 0.02% 418
2021
Q1 		$137K Hold
1,955
– – 0.02% 398
2020
Q4 		$139K Sell
1,955
-200
-9% -$12.6K 0.02% 362
2020
Q3 		$124K Sell
2,155
-300
-12% -$17.9K 0.02% 360
2020
Q2 		$149K Buy
2,455
+40
+2% +$2.47K 0.03% 325
2020
Q1 		$133K Buy
2,415
+315
+15% +$21.1K 0.03% 300
2019
Q4 		$152K Sell
2,100
-200
-9% -$13.6K 0.03% 320
2019
Q3 		$152K Buy
+2,300
New +$148K 0.03% 304

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Jacobi Capital Management's DOX Position: Q4 2021 in Review

Jacobi Capital Management sold out of Amdocs (DOX) in Q4 2021, closing a stake of 1,955 shares — an estimated $148K sold.

Jacobi Capital Management first reported a position in DOX in Q3 2019 and held it in 9 quarters. The position peaked at $152K in Q4 2019. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Jacobi Capital Management reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 1,955 Amdocs shares in Q4 2021, an estimated $148K.
  • Jacobi Capital Management first reported a position in Amdocs in Q3 2019 and held it in 9 quarters.
  • Jacobi Capital Management's Amdocs position peaked at $152K in Q4 2019.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.