AT
DOCU

Arden Trust’s DocuSign DOCU Stock Holding History

Arden Trust’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
Q2 		– Sell
-5,601
Closed -$327K – 264
2023
Q1 		$327K Buy
5,601
+1,248
+29% +$74.4K 0.06% 237
2022
Q4 		$241K Sell
4,353
-2,483
-36% -$121K 0.05% 239
2022
Q3 		$365K Sell
6,836
-80
-1% -$5.01K 0.09% 200
2022
Q2 		$396K Sell
6,916
-41
-0.6% -$3.32K 0.09% 193
2022
Q1 		$745K Buy
6,957
+1,209
+21% +$139K 0.15% 133
2021
Q4 		$876K Buy
5,748
+1,429
+33% +$326K 0.15% 142
2021
Q3 		$1.11M Buy
4,319
+1,225
+40% +$353K 0.19% 114
2021
Q2 		$865K Buy
3,094
+599
+24% +$134K 0.14% 152
2021
Q1 		$505K Buy
+2,495
New +$579K 0.09% 206
2020
Q2 		– Sell
-11
Closed -$1K – 435
2020
Q1 		$1K Buy
+11
New +$885 ﹤0.01% 718

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Arden Trust's DOCU Position: Q2 2023 in Review

Arden Trust sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 5,601 shares — an estimated $327K sold.

Arden Trust first reported a position in DOCU in Q1 2020 and held it in 10 quarters. The position peaked at $1.11M in Q3 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Arden Trust reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Arden Trust sold 5,601 DocuSign shares in Q2 2023, an estimated $327K.
  • Arden Trust first reported a position in DocuSign in Q1 2020 and held it in 10 quarters.
  • Arden Trust's DocuSign position peaked at $1.11M in Q3 2021.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.