BC
DOCU

Bartlett & Co’s DocuSign DOCU Stock Holding History

Bartlett & Co’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
Q4 		$3K Hold
52
– – ﹤0.01% 1119
2023
Q3 		$2K Hold
52
– – ﹤0.01% 1064
2023
Q2 		$3K Buy
+52
New +$2.75K ﹤0.01% 1030
2023
Q1 		– Sell
-80
Closed -$4K – 1047
2022
Q4 		$4K Sell
80
-410
-84% -$20K ﹤0.01% 939
2022
Q3 		$26K Sell
490
-99
-17% -$6.21K ﹤0.01% 665
2022
Q2 		$34K Buy
589
+179
+44% +$14.5K ﹤0.01% 641
2022
Q1 		$44K Buy
+410
New +$47.1K ﹤0.01% 598
2021
Q4 		– Sell
-100
Closed -$26K – 518
2021
Q3 		$26K Hold
100
– – ﹤0.01% 603
2021
Q2 		$28K Buy
+100
New +$22.4K ﹤0.01% 594

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bartlett & Co's DOCU Position: Q4 2023 in Review

Bartlett & Co held its DocuSign (DOCU) position steady in Q4 2023 at 52 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Bartlett & Co first reported a position in DOCU in Q2 2021 and has held it in 9 quarters since. The position peaked at $44K in Q1 2022. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Bartlett & Co held 52 shares of DocuSign worth $3K as of Q4 2023.
  • Bartlett & Co left its DocuSign share count unchanged in Q4 2023.
  • DocuSign made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1119 holding.
  • Bartlett & Co first reported a position in DocuSign in Q2 2021 and has held it in 9 quarters since.
  • Bartlett & Co's DocuSign position peaked at $44K in Q1 2022.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.