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Phoenix Financial’s Amdocs DOX Stock Holding History

Phoenix 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
2024
Q2 		– Sell
-3,413
Closed -$308K – 379
2024
Q1 		$308K Buy
+3,413
New +$311K ﹤0.01% 326
2023
Q1 		– Sell
-12,966
Closed -$1.18K – 304
2022
Q4 		$1.18K Sell
12,966
-2,778
-18% -$236K ﹤0.01% 283
2022
Q3 		$1.26M Sell
15,744
-43,092
-73% -$3.65M 0.03% 176
2022
Q2 		$4.89M Sell
58,836
-6,480
-10% -$534K 0.1% 113
2022
Q1 		$5.38M Sell
65,316
-7,359
-10% -$577K 0.09% 131
2021
Q4 		$5.44M Sell
72,675
-15,433
-18% -$1.16M 0.09% 126
2021
Q3 		$6.68M Buy
88,108
+3,037
+4% +$235K 0.12% 113
2021
Q2 		$6.59M Sell
85,071
-4,509
-5% -$348K 0.13% 133
2021
Q1 		$6.77M Sell
89,580
-189,342
-68% -$14.3M 0.15% 127
2020
Q4 		$19.3M Buy
278,922
+17,822
+7% +$1.12M 0.52% 74
2020
Q3 		$14.1M Buy
261,100
+19,395
+8% +$1.16M 0.59% 64
2020
Q2 		$13.9M Buy
241,705
+56,729
+31% +$3.5M 0.59% 58
2020
Q1 		$9.87M Buy
184,976
+139,914
+310% +$9.38M 0.5% 65
2019
Q4 		$3.23M Sell
45,062
-2,058
-4% -$140K 0.14% 119
2019
Q3 		$2.97M Buy
+47,120
New +$3.03M 0.14% 114

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Phoenix Financial's DOX Position: Q2 2024 in Review

Phoenix Financial sold out of Amdocs (DOX) in Q2 2024, closing a stake of 3,413 shares — an estimated $308K sold.

Phoenix Financial first reported a position in DOX in Q3 2019 and held it in 15 quarters. The position peaked at $19.3M in Q4 2020. 501 funds tracked by Wall St. Rank hold DOX as of Q2 2024.

  • Phoenix Financial reported no remaining Amdocs position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 3,413 Amdocs shares in Q2 2024, an estimated $308K.
  • Phoenix Financial first reported a position in Amdocs in Q3 2019 and held it in 15 quarters.
  • Phoenix Financial's Amdocs position peaked at $19.3M in Q4 2020.
  • 501 funds tracked by Wall St. Rank held Amdocs as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.