Loring Wolcott & Coolidge Fiduciary Advisors’s Amdocs DOX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-26	Closed	-$2K	–	799
2021 Q2	$2K	Buy	+26	New	+$2.01K	﹤0.01%	845
2021 Q1	–	Sell	-35	Closed	-$2K	–	414
2020 Q4	$2K	Buy	+35	New	+$2.2K	﹤0.01%	742
2016 Q3	–	Sell	-240	Closed	-$14K	–	611
2016 Q2	$14K	Hold	240	–	–	﹤0.01%	516
2016 Q1	$15K	Hold	240	–	–	﹤0.01%	501
2015 Q4	$13K	Hold	240	–	–	﹤0.01%	542
2015 Q3	$13K	Hold	240	–	–	﹤0.01%	525
2015 Q2	$13K	Hold	240	–	–	﹤0.01%	525
2015 Q1	$13K	Hold	240	–	–	﹤0.01%	542
2014 Q4	$11K	Hold	240	–	–	﹤0.01%	543
2014 Q3	$11K	Hold	240	–	–	﹤0.01%	528
2014 Q2	$11K	Hold	240	–	–	﹤0.01%	553
2014 Q1	$11K	Hold	240	–	–	﹤0.01%	540
2013 Q4	$10K	Hold	240	–	–	﹤0.01%	525
2013 Q3	$9K	Hold	240	–	–	﹤0.01%	500
2013 Q2	$9K	Buy	+240	New	+$8.57K	﹤0.01%	539

Other funds holding DOX

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BGC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DOX Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Amdocs (DOX) in Q3 2021, closing a stake of 26 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DOX in Q2 2013 and held it in 15 quarters. The position peaked at $15K in Q1 2016. 412 funds tracked by Wall St. Rank hold DOX as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Amdocs position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 26 Amdocs shares in Q3 2021, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Amdocs in Q2 2013 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Amdocs position peaked at $15K in Q1 2016.
412 funds tracked by Wall St. Rank held Amdocs as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.