Summit Securities Group’s Amdocs DOX Stock Holding History

Summit Securities 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 Q4	–	Sell	-211	Closed	-$18K	–	700
2024 Q3	$18K	Buy	+211	New	+$17.8K	﹤0.01%	342
2022 Q4	–	Sell	-1	Closed	–	–	1202
2022 Q3	$0	Sell	1 -2	-67%	-$169	﹤0.01%	983
2022 Q2	$0	Buy	+3	New	+$247	﹤0.01%	1014
2017 Q3	–	Sell	-7,720	Closed	-$498K	–	228
2017 Q2	$498K	Sell	7,720 -9,828	-56%	-$620K	0.09%	122
2017 Q1	$1.07M	Buy	+17,548	New	+$1.05M	0.31%	63
2016 Q4	–	Sell	-3,601	Closed	-$208K	–	277
2016 Q3	$208K	Sell	3,601 -2,230	-38%	-$131K	0.07%	133
2016 Q2	$337K	Buy	5,831 +502	+9%	+$28.8K	0.18%	134
2016 Q1	$322K	Buy	+5,329	New	+$298K	0.23%	89

Other funds holding DOX

Fidelity Investments

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

Pzena Investment Management

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

Janus Henderson Group

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

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

Allspring Global Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return