AMI Asset Management’s DocuSign DOCU Stock Holding History

AMI Asset 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
2022 Q1	–	Sell	-79,763	Closed	-$12.1M	–	92
2021 Q4	$12.1M	Sell	79,763 -38,655	-33%	-$8.81M	0.59%	36
2021 Q3	$30.5M	Buy	118,418 +45,509	+62%	+$13.1M	1.53%	33
2021 Q2	$20.4M	Sell	72,909 -4,112	-5%	-$919K	1.02%	34
2021 Q1	$15.6M	Sell	77,021 -5,241	-6%	-$1.22M	0.81%	35
2020 Q4	$18.3M	Sell	82,262 -770	-0.9%	-$173K	0.91%	35
2020 Q3	$17.9M	Buy	+83,032	New	+$17.2M	0.91%	33

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AMI Asset Management's DOCU Position: Q1 2022 in Review

AMI Asset Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 79,763 shares — an estimated $12.1M sold.

AMI Asset Management first reported a position in DOCU in Q3 2020 and held it in 6 quarters. The position peaked at $30.5M in Q3 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

AMI Asset Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
AMI Asset Management sold 79,763 DocuSign shares in Q1 2022, an estimated $12.1M.
AMI Asset Management first reported a position in DocuSign in Q3 2020 and held it in 6 quarters.
AMI Asset Management's DocuSign position peaked at $30.5M in Q3 2021.
935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on AMI Asset Management's 13F filing for Q1 2022, filed 27 Apr 2022.