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Steward Financial Group’s Amdocs DOX Stock Holding History

Steward Financial 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
2023
Q3 		$9K Buy
+114
New +$10.3K ﹤0.01% 399
2023
Q2 		– Sell
-87
Closed -$8K – 601
2023
Q1 		$8K Buy
87
+47
+118% +$4.35K ﹤0.01% 223
2022
Q4 		$3K Buy
+40
New +$3.4K ﹤0.01% 254
2022
Q3 		– Sell
-36
Closed -$2K – 430
2022
Q2 		$2K Buy
+36
New +$2.97K ﹤0.01% 540

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Financial Group's DOX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Amdocs (DOX) in Q3 2023: 114 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DOX as recently as Q1 2023.

Steward Financial Group first reported a position in DOX in Q2 2022 and has held it in 4 quarters since. 482 funds tracked by Wall St. Rank hold DOX as of Q3 2023.

  • Steward Financial Group held 114 shares of Amdocs worth $9K as of Q3 2023.
  • Amdocs was a new Steward Financial Group position in Q3 2023.
  • Amdocs made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #399 holding.
  • Steward Financial Group first reported a position in Amdocs in Q2 2022 and has held it in 4 quarters since.
  • 482 funds tracked by Wall St. Rank held Amdocs as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.