Sowell Financial Services’s Amdocs DOX Stock Holding History

Sowell Financial Services’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
2026 Q1	$598K	Buy	9,163 +4	+0%	+$293	0.02%	583
2025 Q4	$737K	Buy	9,159 +450	+5%	+$36.2K	0.03%	522
2025 Q3	$715K	Buy	8,709 +586	+7%	+$50.8K	0.03%	529
2025 Q2	$741K	Buy	8,123 +438	+6%	+$39.2K	0.03%	503
2025 Q1	$703K	Buy	+7,685	New	+$671K	0.03%	497
2023 Q2	–	Sell	-3,119	Closed	-$300K	–	621
2023 Q1	$300K	Buy	+3,119	New	+$289K	0.02%	554
2021 Q2	–	Sell	-468	Closed	-$36K	–	1086
2021 Q1	$36K	Sell	468 -1	-0.2%	-$76	﹤0.01%	1792
2020 Q4	$33K	Sell	469 -320	-41%	-$20.1K	﹤0.01%	1541
2020 Q3	$45K	Sell	789 -2,729	-78%	-$163K	﹤0.01%	1256
2020 Q2	$214K	Buy	3,518 +2,943	+512%	+$182K	0.01%	697
2020 Q1	$32K	Buy	575 +3	+0.5%	+$201	﹤0.01%	1210
2019 Q4	$41K	Buy	572 +42	+8%	+$2.86K	﹤0.01%	1204
2019 Q3	$35K	Buy	+530	New	+$34.1K	﹤0.01%	1100

Other funds holding DOX

Pzena Investment Management

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

Fidelity Investments

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

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return