Altman Advisors’s DocuSign DOCU Stock Holding History

Altman Advisors’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	-4,277	Closed	-$497K	–	85
2021 Q4	$497K	Sell	4,277 -9,206	-68%	-$2.1M	0.3%	67
2021 Q3	$3.75M	Buy	13,483 +52	+0.4%	+$15K	2.08%	6
2021 Q2	$4.12M	Buy	13,431 +7,937	+144%	+$1.77M	2.33%	5
2021 Q1	$1.11M	Buy	5,494 +2,599	+90%	+$603K	0.72%	59
2020 Q4	$644K	Buy	2,895 +60	+2%	+$13.5K	0.4%	66
2020 Q3	$610K	Buy	+2,835	New	+$588K	0.43%	69

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Altman Advisors's DOCU Position: Q1 2022 in Review

Altman Advisors sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 4,277 shares — an estimated $497K sold.

Altman Advisors first reported a position in DOCU in Q3 2020 and held it in 6 quarters. The position peaked at $4.12M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Altman Advisors reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Altman Advisors sold 4,277 DocuSign shares in Q1 2022, an estimated $497K.
Altman Advisors first reported a position in DocuSign in Q3 2020 and held it in 6 quarters.
Altman Advisors's DocuSign position peaked at $4.12M in Q2 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Altman Advisors's 13F filing for Q1 2022, filed 9 May 2022.