Berkeley Capital Partners’s DocuSign DOCU Stock Holding History

Berkeley Capital Partners’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
2021 Q4	–	Sell	-1,036	Closed	-$267K	–	142
2021 Q3	$267K	Buy	1,036 +42	+4%	+$12.1K	0.12%	108
2021 Q2	$278K	Buy	+994	New	+$222K	0.12%	108
2021 Q1	–	Sell	-1,283	Closed	-$285K	–	123
2020 Q4	$285K	Sell	1,283 -113	-8%	-$25.4K	0.15%	91
2020 Q3	$300K	Sell	1,396 -1,551	-53%	-$322K	0.18%	78
2020 Q2	$508K	Sell	2,947 -4,648	-61%	-$586K	0.31%	54
2020 Q1	$702K	Sell	7,595 -2,814	-27%	-$226K	0.48%	42
2019 Q4	$771K	Sell	10,409 -358	-3%	-$24.6K	0.39%	54
2019 Q3	$667K	Buy	10,767 +316	+3%	+$16.5K	0.35%	62
2019 Q2	$520K	Sell	10,451 -78	-0.7%	-$4.17K	0.24%	78
2019 Q1	$546K	Buy	+10,529	New	+$537K	0.27%	69

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Berkeley Capital Partners's DOCU Position: Q4 2021 in Review

Berkeley Capital Partners sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,036 shares — an estimated $267K sold.

Berkeley Capital Partners first reported a position in DOCU in Q1 2019 and held it in 10 quarters. The position peaked at $771K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Berkeley Capital Partners reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Berkeley Capital Partners sold 1,036 DocuSign shares in Q4 2021, an estimated $267K.
Berkeley Capital Partners first reported a position in DocuSign in Q1 2019 and held it in 10 quarters.
Berkeley Capital Partners's DocuSign position peaked at $771K in Q4 2019.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Berkeley Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.