Bollard Group’s DigitalOcean DOCN Stock Holding History

Bollard Group’s Portfolio DOCN Stock Details DOCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-199	Closed	-$7K	–	300
2023 Q4	$7K	Hold	199	–	–	﹤0.01%	269
2023 Q3	$5K	Hold	199	–	–	﹤0.01%	294
2023 Q2	$8K	Hold	199	–	–	﹤0.01%	317
2023 Q1	$8K	Hold	199	–	–	﹤0.01%	258
2022 Q4	$5K	Hold	199	–	–	﹤0.01%	257
2022 Q3	$7K	Hold	199	–	–	﹤0.01%	258
2022 Q2	$8K	Hold	199	–	–	﹤0.01%	264
2022 Q1	$12K	Hold	199	–	–	﹤0.01%	399
2021 Q4	$16K	Buy	+199	New	+$18.6K	﹤0.01%	399

Other funds holding DOCN

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

IVSFI

IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bollard Group's DOCN Position: Q1 2024 in Review

Bollard Group sold out of DigitalOcean (DOCN) in Q1 2024, closing a stake of 199 shares — an estimated $7K sold.

Bollard Group first reported a position in DOCN in Q4 2021 and held it in 9 quarters. The position peaked at $16K in Q4 2021. 267 funds tracked by Wall St. Rank hold DOCN as of Q1 2024.

Bollard Group reported no remaining DigitalOcean position as of Q1 2024 after selling out during the quarter.
Bollard Group sold 199 DigitalOcean shares in Q1 2024, an estimated $7K.
Bollard Group first reported a position in DigitalOcean in Q4 2021 and held it in 9 quarters.
Bollard Group's DigitalOcean position peaked at $16K in Q4 2021.
267 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2024.

Based on Bollard Group's 13F filing for Q1 2024, filed 13 May 2024.