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DOX icon

UBS’s Amdocs DOX Stock Holding History

UBS’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
2014
Q3 		$1M Sell
21,919
-14,344
-40% -$672K ﹤0.01% 3581
2014
Q2 		$1.68M Buy
36,263
+17,121
+89% +$806K ﹤0.01% 3040
2014
Q1 		$889K Sell
19,142
-4,778
-20% -$209K ﹤0.01% 3599
2013
Q4 		$987K Buy
23,920
+7,326
+44% +$288K ﹤0.01% 3565
2013
Q3 		$608K Sell
16,594
-974
-6% -$36.8K ﹤0.01% 3916
2013
Q2 		$652K Buy
+17,568
New +$627K ﹤0.01% 3813

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's DOX Position: Q3 2014 in Review

UBS reduced its Amdocs (DOX) stake by 40% in Q3 2014, selling an estimated $672K and leaving 21,919 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

UBS first reported a position in DOX in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2014. 300 funds tracked by Wall St. Rank hold DOX as of Q3 2014.

  • UBS held 21,919 shares of Amdocs worth $1M as of Q3 2014.
  • UBS sold 14,344 Amdocs shares in Q3 2014, an estimated $672K.
  • Amdocs made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3581 holding.
  • UBS first reported a position in Amdocs in Q2 2013 and has held it in 6 quarters since.
  • UBS's Amdocs position peaked at $1.68M in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Amdocs as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.