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Saddle Road Partners’s Amdocs DOX Stock Holding History

Saddle Road Partners’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
2016
Q4 		$507K Sell
8,700
-14,341
-62% -$846K 0.26% 79
2016
Q3 		$1.33M Hold
23,041
– – 0.76% 35
2016
Q2 		$1.33M Hold
23,041
– – 0.8% 34
2016
Q1 		$1.39M Hold
23,041
– – 0.88% 36
2015
Q4 		$1.26M Buy
+23,041
New +$1.32M 0.86% 39

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Saddle Road Partners's DOX Position: Q4 2016 in Review

Saddle Road Partners reduced its Amdocs (DOX) stake by 62% in Q4 2016, selling an estimated $846K and leaving 8,700 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #79.

Saddle Road Partners first reported a position in DOX in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.39M in Q1 2016. 352 funds tracked by Wall St. Rank hold DOX as of Q4 2016.

  • Saddle Road Partners held 8,700 shares of Amdocs worth $507K as of Q4 2016.
  • Saddle Road Partners sold 14,341 Amdocs shares in Q4 2016, an estimated $846K.
  • Amdocs made up 0.26% of Saddle Road Partners's portfolio in Q4 2016, its #79 holding.
  • Saddle Road Partners first reported a position in Amdocs in Q4 2015 and has held it in 5 quarters since.
  • Saddle Road Partners's Amdocs position peaked at $1.39M in Q1 2016.
  • 352 funds tracked by Wall St. Rank held Amdocs as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.