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Orrstown Financial Services’s Amdocs DOX Stock Holding History

Orrstown Financial Services’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
-9,234
Closed -$699K – 75
2021
Q3 		$699K Sell
9,234
-542
-6% -$41.9K 1.11% 43
2021
Q2 		$772K Sell
9,776
-685
-7% -$52.9K 1.12% 42
2021
Q1 		$757K Buy
10,461
+130
+1% +$9.82K 1.07% 47
2020
Q4 		$733K Buy
10,331
+942
+10% +$59.1K 1.08% 42
2020
Q3 		$540K Buy
9,389
+114
+1% +$6.81K 0.85% 55
2020
Q2 		$565K Hold
9,275
– – 0.93% 58
2020
Q1 		$510K Buy
9,275
+359
+4% +$24.1K 0.73% 58
2019
Q4 		$650K Buy
+8,916
New +$607K 0.93% 56
2018
Q3 		– Sell
-38
Closed -$3K – 248
2018
Q2 		$3K Hold
38
– – ﹤0.01% 251
2018
Q1 		$3K Hold
38
– – ﹤0.01% 278
2017
Q4 		$2K Hold
38
– – ﹤0.01% 294
2017
Q3 		$2K Buy
+38
New +$2.45K ﹤0.01% 291

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

Orrstown Financial Services's DOX Position: Q4 2021 in Review

Orrstown Financial Services sold out of Amdocs (DOX) in Q4 2021, closing a stake of 9,234 shares — an estimated $699K sold.

Orrstown Financial Services first reported a position in DOX in Q3 2017 and held it in 12 quarters. The position peaked at $772K in Q2 2021. 416 funds tracked by Wall St. Rank hold DOX as of Q4 2021.

  • Orrstown Financial Services reported no remaining Amdocs position as of Q4 2021 after selling out during the quarter.
  • Orrstown Financial Services sold 9,234 Amdocs shares in Q4 2021, an estimated $699K.
  • Orrstown Financial Services first reported a position in Amdocs in Q3 2017 and held it in 12 quarters.
  • Orrstown Financial Services's Amdocs position peaked at $772K in Q2 2021.
  • 416 funds tracked by Wall St. Rank held Amdocs as of Q4 2021.

Based on Orrstown Financial Services's 13F filing for Q4 2021, filed 13 Jan 2022.