Waddell & Reed Financial’s Amdocs DOX Stock Holding History

Waddell & Reed 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
2021 Q1	$31.2M	Sell	444,461 -163,567	-27%	-$12.4M	0.06%	312
2020 Q4	$43.1M	Sell	608,028 -13,342	-2%	-$838K	0.09%	248
2020 Q3	$35.7M	Buy	621,370 +20,558	+3%	+$1.23M	0.09%	259
2020 Q2	$36.6M	Sell	600,812 -203,887	-25%	-$12.6M	0.09%	235
2020 Q1	$44.2M	Sell	804,699 -141,219	-15%	-$9.47M	0.14%	170
2019 Q4	$68.3M	Sell	945,918 -354,657	-27%	-$24.2M	0.17%	163
2019 Q3	$86M	Sell	1,300,575 -142,661	-10%	-$9.17M	0.22%	127
2019 Q2	$89.6M	Sell	1,443,236 -3,855	-0.3%	-$223K	0.22%	127
2019 Q1	$78.3M	Buy	1,447,091 +163,498	+13%	+$9.19M	0.19%	143
2018 Q4	$75.2M	Buy	1,283,593 +201,434	+19%	+$12.6M	0.21%	130
2018 Q3	$71.4M	Buy	+1,082,159	New	+$71.6M	0.16%	161

Other funds holding DOX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Waddell & Reed Financial's DOX Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Amdocs (DOX) stake by 27% in Q1 2021, selling an estimated $12.4M and leaving 444,461 shares worth $31.2M. The position accounts for 0.06% of the portfolio, ranked #312.

Waddell & Reed Financial first reported a position in DOX in Q3 2018 and has held it in 11 quarters since. The position peaked at $89.6M in Q2 2019. 440 funds tracked by Wall St. Rank hold DOX as of Q1 2021.

Waddell & Reed Financial held 444,461 shares of Amdocs worth $31.2M as of Q1 2021.
Waddell & Reed Financial sold 163,567 Amdocs shares in Q1 2021, an estimated $12.4M.
Amdocs made up 0.06% of Waddell & Reed Financial's portfolio in Q1 2021, its #312 holding.
Waddell & Reed Financial first reported a position in Amdocs in Q3 2018 and has held it in 11 quarters since.
Waddell & Reed Financial's Amdocs position peaked at $89.6M in Q2 2019.
440 funds tracked by Wall St. Rank held Amdocs as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.