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PFS Investments’s Amdocs DOX Stock Holding History

PFS Investments’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
Q2 		$3.21M Buy
32,476
+4,297
+15% +$404K 0.05% 277
2023
Q1 		$2.7M Buy
28,179
+4,453
+19% +$412K 0.05% 277
2022
Q4 		$2.16M Buy
23,726
+9,178
+63% +$781K 0.04% 282
2022
Q3 		$1.16M Buy
+14,548
New +$1.23M 0.02% 325

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

PFS Investments's DOX Position: Q2 2023 in Review

PFS Investments increased its Amdocs (DOX) stake by 15% in Q2 2023, buying an estimated $404K and bringing the position to 32,476 shares worth $3.21M. The position accounts for 0.05% of the portfolio, ranked #277.

PFS Investments first reported a position in DOX in Q3 2022 and has held it in 4 quarters since. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

  • PFS Investments held 32,476 shares of Amdocs worth $3.21M as of Q2 2023.
  • PFS Investments bought 4,297 Amdocs shares in Q2 2023, an estimated $404K.
  • Amdocs made up 0.05% of PFS Investments's portfolio in Q2 2023, its #277 holding.
  • PFS Investments first reported a position in Amdocs in Q3 2022 and has held it in 4 quarters since.
  • 467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.