UF
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Univest Financial’s Amdocs DOX Stock Holding History

Univest Financial’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
-3,360
Closed -$294K – 280
2024
Q3 		$294K Buy
+3,360
New +$283K 0.02% 241
2022
Q4 		– Sell
-4,420
Closed -$351K – 108
2022
Q3 		$351K Sell
4,420
-1,828
-29% -$155K 0.11% 77
2022
Q2 		$521K Sell
6,248
-1,423
-19% -$117K 0.17% 64
2022
Q1 		$631K Sell
7,671
-88,052
-92% -$6.9M 0.18% 60
2021
Q4 		$7.16M Buy
95,723
+154
+0.2% +$11.6K 1.82% 16
2021
Q3 		$7.24M Buy
95,569
+3,029
+3% +$234K 2.02% 12
2021
Q2 		$7.16M Sell
92,540
-5,788
-6% -$447K 1.97% 14
2021
Q1 		$6.9M Sell
98,328
-15,408
-14% -$1.16M 1.94% 12
2020
Q4 		$8.07M Buy
113,736
+4,006
+4% +$251K 2.34% 7
2020
Q3 		$6.3M Buy
109,730
+3,416
+3% +$204K 1.99% 10
2020
Q2 		$6.47M Buy
+106,314
New +$6.57M 2.14% 7

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
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
Vanguard Group
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

Univest Financial's DOX Position: Q4 2024 in Review

Univest Financial sold out of Amdocs (DOX) in Q4 2024, closing a stake of 3,360 shares — an estimated $294K sold.

Univest Financial first reported a position in DOX in Q2 2020 and held it in 11 quarters. The position peaked at $8.07M in Q4 2020. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • Univest Financial reported no remaining Amdocs position as of Q4 2024 after selling out during the quarter.
  • Univest Financial sold 3,360 Amdocs shares in Q4 2024, an estimated $294K.
  • Univest Financial first reported a position in Amdocs in Q2 2020 and held it in 11 quarters.
  • Univest Financial's Amdocs position peaked at $8.07M in Q4 2020.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

Based on Univest Financial's 13F filing for Q4 2024, filed 12 Feb 2025.