Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Amdocs DOX Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q3 		– Sell
-37,790
Closed -$2.98M – 1066
2024
Q2 		$2.98M Hold
37,790
– – ﹤0.01% 793
2024
Q1 		$3.42M Hold
37,790
– – ﹤0.01% 850
2023
Q4 		$3.32M Hold
37,790
– – ﹤0.01% 860
2023
Q3 		$3.19M Hold
37,790
– – ﹤0.01% 872
2023
Q2 		$3.74M Buy
37,790
+6,944
+23% +$653K ﹤0.01% 858
2023
Q1 		$2.96M Buy
30,846
+158
+0.5% +$14.6K ﹤0.01% 873
2022
Q4 		$2.79M Hold
30,688
– – ﹤0.01% 898
2022
Q3 		$2.44M Hold
30,688
– – ﹤0.01% 922
2022
Q2 		$2.56M Hold
30,688
– – ﹤0.01% 926
2022
Q1 		$2.52M Buy
+30,688
New +$2.4M ﹤0.01% 926

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sumitomo Mitsui Trust Group's DOX Position: Q3 2024 in Review

Sumitomo Mitsui Trust Group sold out of Amdocs (DOX) in Q3 2024, closing a stake of 37,790 shares — an estimated $2.98M sold.

Sumitomo Mitsui Trust Group first reported a position in DOX in Q1 2022 and held it in 10 quarters. The position peaked at $3.74M in Q2 2023. 500 funds tracked by Wall St. Rank hold DOX as of Q3 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Amdocs position as of Q3 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 37,790 Amdocs shares in Q3 2024, an estimated $2.98M.
  • Sumitomo Mitsui Trust Group first reported a position in Amdocs in Q1 2022 and held it in 10 quarters.
  • Sumitomo Mitsui Trust Group's Amdocs position peaked at $3.74M in Q2 2023.
  • 500 funds tracked by Wall St. Rank held Amdocs as of Q3 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2024, filed 5 Nov 2024.