Berkshire Capital Holdings’s DocuSign DOCU Stock Holding History

Berkshire Capital Holdings’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	-10	Closed	-$1K	–	88
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	59
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	52
2021 Q3	$3K	Sell	10 -83,360	-100%	-$24M	﹤0.01%	37
2021 Q2	$23.3M	Buy	83,370 +83,360	+833,600%	+$18.6M	2.73%	15
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	54
2020 Q4	$2K	Sell	10 -86,430	-100%	-$19.4M	﹤0.01%	49
2020 Q3	$18.6M	Buy	86,440 +86,430	+864,300%	+$17.9M	2.63%	23
2020 Q2	$2K	Buy	+10	New	+$1.26K	﹤0.01%	35

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Berkshire Capital Holdings's DOCU Position: Q2 2022 in Review

Berkshire Capital Holdings sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Berkshire Capital Holdings first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $23.3M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Berkshire Capital Holdings reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Berkshire Capital Holdings sold 10 DocuSign shares in Q2 2022, an estimated $1K.
Berkshire Capital Holdings first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
Berkshire Capital Holdings's DocuSign position peaked at $23.3M in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Berkshire Capital Holdings's 13F filing for Q2 2022, filed 11 Aug 2022.