Stonebridge Capital Advisors’s Amdocs DOX Stock Holding History

Stonebridge Capital 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
2023 Q2	–	Sell	-17	Closed	-$1.63K	–	948
2023 Q1	$1.63K	Buy	+17	New	+$1.57K	﹤0.01%	825
2022 Q4	–	Sell	-6	Closed	–	–	1009
2022 Q3	$0	Buy	+6	New	+$508	﹤0.01%	1021
2021 Q3	–	Sell	-42	Closed	-$3K	–	983
2021 Q2	$3K	Buy	42 +21	+100%	+$1.62K	﹤0.01%	890
2021 Q1	$1K	Buy	+21	New	+$1.59K	﹤0.01%	893
2019 Q4	–	Sell	-25	Closed	-$2K	–	864
2019 Q3	$2K	Buy	+25	New	+$1.61K	﹤0.01%	716

Other funds holding DOX

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Stonebridge Capital Advisors's DOX Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Amdocs (DOX) in Q2 2023, closing a stake of 17 shares — an estimated $1.63K sold.

Stonebridge Capital Advisors first reported a position in DOX in Q3 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 467 funds tracked by Wall St. Rank hold DOX as of Q2 2023.

Stonebridge Capital Advisors reported no remaining Amdocs position as of Q2 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 17 Amdocs shares in Q2 2023, an estimated $1.63K.
Stonebridge Capital Advisors first reported a position in Amdocs in Q3 2019 and held it in 5 quarters.
Stonebridge Capital Advisors's Amdocs position peaked at $3K in Q2 2021.
467 funds tracked by Wall St. Rank held Amdocs as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.