Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Amdocs DOX Stock Holding History

Kovitz Investment Group 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
2024
Q3 		– Sell
-7,181
Closed -$567K – 1066
2024
Q2 		$567K Sell
7,181
-82
-1% -$6.74K ﹤0.01% 634
2024
Q1 		$656K Buy
+7,263
New +$662K 0.01% 466

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Kovitz Investment Group Partners's DOX Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Amdocs (DOX) in Q3 2024, closing a stake of 7,181 shares — an estimated $567K sold.

Kovitz Investment Group Partners first reported a position in DOX in Q1 2024 and held it in 2 quarters. The position peaked at $656K in Q1 2024. 499 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,181 Amdocs shares in Q3 2024, an estimated $567K.
  • Kovitz Investment Group Partners first reported a position in Amdocs in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Amdocs position peaked at $656K in Q1 2024.
  • 499 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.