AR
DOCU

Advisory Research’s DocuSign DOCU Stock Holding History

Advisory Research’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
2020
Q3 		– Sell
-1,639
Closed -$282K – 313
2020
Q2 		$282K Sell
1,639
-2,920
-64% -$368K 0.03% 287
2020
Q1 		$421K Sell
4,559
-2,162
-32% -$174K 0.03% 211
2019
Q4 		$498K Buy
+6,721
New +$462K 0.02% 240

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisory Research's DOCU Position: Q3 2020 in Review

Advisory Research sold out of DocuSign (DOCU) in Q3 2020, closing a stake of 1,639 shares — an estimated $282K sold.

Advisory Research first reported a position in DOCU in Q4 2019 and held it in 3 quarters. The position peaked at $498K in Q4 2019. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

  • Advisory Research reported no remaining DocuSign position as of Q3 2020 after selling out during the quarter.
  • Advisory Research sold 1,639 DocuSign shares in Q3 2020, an estimated $282K.
  • Advisory Research first reported a position in DocuSign in Q4 2019 and held it in 3 quarters.
  • Advisory Research's DocuSign position peaked at $498K in Q4 2019.
  • 849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.