BAM
DOCU

Berkshire Asset Management’s DocuSign DOCU Stock Holding History

Berkshire 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
2022
Q2 		– Sell
-3,919
Closed -$420K – 226
2022
Q1 		$420K Buy
3,919
+182
+5% +$20.9K 0.03% 146
2021
Q4 		$569K Buy
3,737
+574
+18% +$131K 0.03% 157
2021
Q3 		$814K Buy
3,163
+565
+22% +$163K 0.05% 128
2021
Q2 		$726K Buy
2,598
+880
+51% +$197K 0.05% 131
2021
Q1 		$348K Buy
+1,718
New +$398K 0.03% 175

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Berkshire Asset Management's DOCU Position: Q2 2022 in Review

Berkshire Asset Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 3,919 shares — an estimated $420K sold.

Berkshire Asset Management first reported a position in DOCU in Q1 2021 and held it in 5 quarters. The position peaked at $814K in Q3 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Berkshire Asset Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Berkshire Asset Management sold 3,919 DocuSign shares in Q2 2022, an estimated $420K.
  • Berkshire Asset Management first reported a position in DocuSign in Q1 2021 and held it in 5 quarters.
  • Berkshire Asset Management's DocuSign position peaked at $814K in Q3 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Berkshire Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.