BAM
DOCU

Baldrige Asset Management’s DocuSign DOCU Stock Holding History

Baldrige 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
2023
Q1 		$3K Buy
+45
New +$2.68K ﹤0.01% 298

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.9T AUM 29.55% 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

Baldrige Asset Management's DOCU Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in DocuSign (DOCU) in Q1 2023: 45 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Baldrige Asset Management held 45 shares of DocuSign worth $3K as of Q1 2023.
  • DocuSign was a new Baldrige Asset Management position in Q1 2023.
  • DocuSign made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #298 holding.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.