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Lee Financial’s Amdocs DOX Stock Holding History

Lee Financial’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
2023
Q4 		– Sell
-41
Closed -$3.48K – 875
2023
Q3 		$3.48K Hold
41
– – ﹤0.01% 575
2023
Q2 		$4.07K Hold
41
– – ﹤0.01% 540
2023
Q1 		$3.96K Sell
41
-3
-7% -$278 ﹤0.01% 569
2022
Q4 		$4K Buy
44
+41
+1,367% +$3.49K ﹤0.01% 584
2022
Q3 		$0 Hold
3
– – ﹤0.01% 860
2022
Q2 		$0 Buy
+3
New +$247 ﹤0.01% 883

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $13.6B AUM 17.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lee Financial's DOX Position: Q4 2023 in Review

Lee Financial sold out of Amdocs (DOX) in Q4 2023, closing a stake of 41 shares — an estimated $3.48K sold.

Lee Financial first reported a position in DOX in Q2 2022 and held it in 6 quarters. The position peaked at $4.07K in Q2 2023. 510 funds tracked by Wall St. Rank hold DOX as of Q4 2023.

  • Lee Financial reported no remaining Amdocs position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 41 Amdocs shares in Q4 2023, an estimated $3.48K.
  • Lee Financial first reported a position in Amdocs in Q2 2022 and held it in 6 quarters.
  • Lee Financial's Amdocs position peaked at $4.07K in Q2 2023.
  • 510 funds tracked by Wall St. Rank held Amdocs as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.