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Sargent Investment Group’s Amdocs DOX Stock Holding History

Sargent Investment Group’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
Q3 		– Sell
-3,659
Closed -$289K – 219
2024
Q2 		$289K Buy
+3,659
New +$301K 0.06% 166

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sargent Investment Group's DOX Position: Q3 2024 in Review

Sargent Investment Group sold out of Amdocs (DOX) in Q3 2024, closing a stake of 3,659 shares — an estimated $289K sold.

Sargent Investment Group first reported a position in DOX in Q2 2024 and held it in 1 quarter. The position peaked at $289K in Q2 2024. 499 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • Sargent Investment Group reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • Sargent Investment Group sold 3,659 Amdocs shares in Q3 2024, an estimated $289K.
  • Sargent Investment Group first reported a position in Amdocs in Q2 2024 and held it in 1 quarter.
  • Sargent Investment Group's Amdocs position peaked at $289K in Q2 2024.
  • 499 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on Sargent Investment Group's 13F filing for Q3 2024, filed 6 Nov 2024.