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Summit Global Investments’s Amdocs DOX Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-21,300
Closed -$1.81M – 473
2024
Q4 		$1.81M Buy
+21,300
New +$1.87M 0.11% 140
2021
Q1 		– Sell
-41,450
Closed -$2.94M – 552
2020
Q4 		$2.94M Buy
41,450
+2,602
+7% +$163K 0.29% 76
2020
Q3 		$2.23M Buy
38,848
+374
+1% +$22.4K 0.23% 67
2020
Q2 		$2.34M Buy
38,474
+15,608
+68% +$964K 0.27% 61
2020
Q1 		$1.26M Sell
22,866
-35,994
-61% -$2.41M 0.18% 78
2019
Q4 		$4.25M Buy
58,860
+24,755
+73% +$1.69M 0.46% 64
2019
Q3 		$2.25M Buy
34,105
+400
+1% +$25.7K 0.26% 78
2019
Q2 		$2.09M Buy
+33,705
New +$1.95M 0.26% 84

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Summit Global Investments's DOX Position: Q1 2025 in Review

Summit Global Investments sold out of Amdocs (DOX) in Q1 2025, closing a stake of 21,300 shares — an estimated $1.81M sold.

Summit Global Investments first reported a position in DOX in Q2 2019 and held it in 8 quarters. The position peaked at $4.25M in Q4 2019. 512 funds tracked by Wall St. Rank hold DOX as of Q1 2025.

  • Summit Global Investments reported no remaining Amdocs position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 21,300 Amdocs shares in Q1 2025, an estimated $1.81M.
  • Summit Global Investments first reported a position in Amdocs in Q2 2019 and held it in 8 quarters.
  • Summit Global Investments's Amdocs position peaked at $4.25M in Q4 2019.
  • 512 funds tracked by Wall St. Rank held Amdocs as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.