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Schubert & Co’s Amdocs DOX Stock Holding History

Schubert & Co’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 		– Sell
-85
Closed -$8.16K – 458
2023
Q1 		$8.16K Sell
85
-4
-4% -$370 0.01% 268
2022
Q4 		$8.09K Buy
89
+17
+24% +$1.45K 0.01% 266
2022
Q3 		$6K Buy
72
+2
+3% +$169 0.01% 334
2022
Q2 		$6K Buy
70
+45
+180% +$3.71K 0.01% 286
2022
Q1 		$2K Buy
25
+11
+79% +$862 ﹤0.01% 385
2021
Q4 		$1K Buy
+14
New +$1.05K ﹤0.01% 601

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Schubert & Co's DOX Position: Q2 2023 in Review

Schubert & Co sold out of Amdocs (DOX) in Q2 2023, closing a stake of 85 shares — an estimated $8.16K sold.

Schubert & Co first reported a position in DOX in Q4 2021 and held it in 6 quarters. The position peaked at $8.16K in Q1 2023. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

  • Schubert & Co reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 85 Amdocs shares in Q2 2023, an estimated $8.16K.
  • Schubert & Co first reported a position in Amdocs in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Amdocs position peaked at $8.16K in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.