Simon Quick Advisors’s Amdocs DOX Stock Holding History

Simon Quick Advisors’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
2025 Q2	–	Sell	-4,249	Closed	-$389K	–	434
2025 Q1	$389K	Buy	4,249 +1,177	+38%	+$103K	0.02%	361
2024 Q4	$262K	Sell	3,072 -68	-2%	-$5.97K	0.02%	379
2024 Q3	$275K	Buy	3,140 +113	+4%	+$9.51K	0.02%	341
2024 Q2	$239K	Buy	3,027 +425	+16%	+$34.9K	0.02%	328
2024 Q1	$235K	Buy	2,602 +83	+3%	+$7.57K	0.02%	363
2023 Q4	$221K	Sell	2,519 -35	-1%	-$2.92K	0.02%	294
2023 Q3	$216K	Buy	+2,554	New	+$231K	0.02%	294
2020 Q4	–	Sell	-558	Closed	-$32K	–	461
2020 Q3	$32K	Sell	558 -808	-59%	-$48.3K	0.01%	249
2020 Q2	$83K	Hold	1,366	–	–	0.03%	144
2020 Q1	$75K	Buy	1,366 +1,327	+3,403%	+$89K	0.03%	149
2019 Q4	$3K	Buy	+39	New	+$2.66K	﹤0.01%	541
2018 Q4	–	Sell	-12	Closed	-$1K	–	334
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	303
2018 Q2	$0	Hold	12	–	–	﹤0.01%	355
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	298
2017 Q4	$1K	Buy	+12	New	+$779	﹤0.01%	424

Other funds holding DOX

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return