AG
DOCU

Aperio Group’s DocuSign DOCU Stock Holding History

Aperio Group’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
Q4 		$17.9M Buy
80,535
+7,615
+10% +$1.71M 0.05% 351
2020
Q3 		$15.7M Buy
72,920
+31,289
+75% +$6.49M 0.05% 338
2020
Q2 		$7.17M Buy
41,631
+19,165
+85% +$2.42M 0.03% 583
2020
Q1 		$2.08M Buy
22,466
+15,809
+237% +$1.27M 0.01% 1001
2019
Q4 		$494K Buy
6,657
+3,305
+99% +$227K ﹤0.01% 1802
2019
Q3 		$208K Buy
3,352
+1,787
+114% +$93.6K ﹤0.01% 2158
2019
Q2 		$78K Buy
+1,565
New +$83.6K ﹤0.01% 2451

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aperio Group's DOCU Position: Q4 2020 in Review

Aperio Group increased its DocuSign (DOCU) stake by 10% in Q4 2020, buying an estimated $1.71M and bringing the position to 80,535 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #351.

Aperio Group first reported a position in DOCU in Q2 2019 and has held it in 7 quarters since. 964 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • Aperio Group held 80,535 shares of DocuSign worth $17.9M as of Q4 2020.
  • Aperio Group bought 7,615 DocuSign shares in Q4 2020, an estimated $1.71M.
  • DocuSign made up 0.05% of Aperio Group's portfolio in Q4 2020, its #351 holding.
  • Aperio Group first reported a position in DocuSign in Q2 2019 and has held it in 7 quarters since.
  • 964 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.