BS
DOCU

Boenning & Scattergood’s DocuSign DOCU Stock Holding History

Boenning & Scattergood’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
Q4 		$621K Buy
5,799
+1,590
+38% +$77.4K 0.1% 222
2022
Q3 		$225K Sell
4,209
-435
-9% -$27.3K 0.05% 334
2022
Q2 		$266K Sell
4,644
-1,155
-20% -$93.5K 0.05% 311
2022
Q1 		$621K Buy
5,799
+975
+20% +$112K 0.1% 222
2021
Q4 		$735K Sell
4,824
-2,050
-30% -$467K 0.12% 199
2021
Q3 		$1.77M Buy
6,874
+438
+7% +$126K 0.31% 87
2021
Q2 		$1.8M Sell
6,436
-2,497
-28% -$558K 0.31% 86
2021
Q1 		$1.81M Buy
8,933
+3,759
+73% +$872K 0.34% 74
2020
Q4 		$1.15M Buy
+5,174
New +$1.16M 0.24% 110

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Boenning & Scattergood's DOCU Position: Q4 2022 in Review

Boenning & Scattergood increased its DocuSign (DOCU) stake by 38% in Q4 2022, buying an estimated $77.4K and bringing the position to 5,799 shares worth $621K. The position accounts for 0.1% of the portfolio, ranked #222.

Boenning & Scattergood first reported a position in DOCU in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Boenning & Scattergood held 5,799 shares of DocuSign worth $621K as of Q4 2022.
  • Boenning & Scattergood bought 1,590 DocuSign shares in Q4 2022, an estimated $77.4K.
  • DocuSign made up 0.1% of Boenning & Scattergood's portfolio in Q4 2022, its #222 holding.
  • Boenning & Scattergood first reported a position in DocuSign in Q4 2020 and has held it in 9 quarters since.
  • Boenning & Scattergood's DocuSign position peaked at $1.81M in Q1 2021.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.