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Optimal Asset Management’s Amdocs DOX Stock Holding History

Optimal Asset 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
2020
Q3 		– Sell
-69,769
Closed -$4.25M – 401
2020
Q2 		$4.25M Buy
+69,769
New +$4.31M 0.69% 21
2020
Q1 		– Sell
-37,838
Closed -$2.73M – 396
2019
Q4 		$2.73M Buy
+37,838
New +$2.58M 0.41% 71

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimal Asset Management's DOX Position: Q3 2020 in Review

Optimal Asset Management sold out of Amdocs (DOX) in Q3 2020, closing a stake of 69,769 shares — an estimated $4.25M sold.

Optimal Asset Management first reported a position in DOX in Q4 2019 and held it in 2 quarters. The position peaked at $4.25M in Q2 2020. 395 funds tracked by Wall St. Rank hold DOX as of Q3 2020.

  • Optimal Asset Management reported no remaining Amdocs position as of Q3 2020 after selling out during the quarter.
  • Optimal Asset Management sold 69,769 Amdocs shares in Q3 2020, an estimated $4.25M.
  • Optimal Asset Management first reported a position in Amdocs in Q4 2019 and held it in 2 quarters.
  • Optimal Asset Management's Amdocs position peaked at $4.25M in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Amdocs as of Q3 2020.

Based on Optimal Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.