AAIM
DOCU

American Assets Investment Management’s DocuSign DOCU Stock Holding History

American Assets Investment Management’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
2023
Q1 		– Sell
-15,000
Closed -$831K – 176
2022
Q4 		$831K Hold
15,000
– – 0.1% 132
2022
Q3 		$802K Hold
15,000
– – 0.1% 131
2022
Q2 		$861K Hold
15,000
– – 0.11% 129
2022
Q1 		$1.61M Buy
+15,000
New +$1.72M 0.17% 126

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Assets Investment Management's DOCU Position: Q1 2023 in Review

American Assets Investment Management sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 15,000 shares — an estimated $831K sold.

American Assets Investment Management first reported a position in DOCU in Q1 2022 and held it in 4 quarters. The position peaked at $1.61M in Q1 2022. 727 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • American Assets Investment Management reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • American Assets Investment Management sold 15,000 DocuSign shares in Q1 2023, an estimated $831K.
  • American Assets Investment Management first reported a position in DocuSign in Q1 2022 and held it in 4 quarters.
  • American Assets Investment Management's DocuSign position peaked at $1.61M in Q1 2022.
  • 727 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on American Assets Investment Management's 13F filing for Q1 2023, filed 4 May 2023.