AHC
DOCU

Adell Harriman & Carpenter’s DocuSign DOCU Stock Holding History

Adell Harriman & Carpenter’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,141
Closed -$2.15M – 175
2021
Q4 		$2.15M Sell
14,141
-6,784
-32% -$1.55M 0.2% 90
2021
Q3 		$5.39M Buy
20,925
+3,090
+17% +$890K 0.56% 54
2021
Q2 		$4.99M Buy
17,835
+355
+2% +$79.4K 0.52% 62
2021
Q1 		$3.54M Buy
17,480
+5,400
+45% +$1.25M 0.43% 69
2020
Q4 		$2.69M Buy
12,080
+6,500
+116% +$1.46M 0.35% 73
2020
Q3 		$1.2M Buy
+5,580
New +$1.16M 0.18% 85

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Adell Harriman & Carpenter's DOCU Position: Q1 2022 in Review

Adell Harriman & Carpenter sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 14,141 shares — an estimated $2.15M sold.

Adell Harriman & Carpenter first reported a position in DOCU in Q3 2020 and held it in 6 quarters. The position peaked at $5.39M in Q3 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Adell Harriman & Carpenter reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 14,141 DocuSign shares in Q1 2022, an estimated $2.15M.
  • Adell Harriman & Carpenter first reported a position in DocuSign in Q3 2020 and held it in 6 quarters.
  • Adell Harriman & Carpenter's DocuSign position peaked at $5.39M in Q3 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2022, filed 29 Apr 2022.