Bradley Foster & Sargent’s DocuSign DOCU Stock Holding History

Bradley Foster & Sargent’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 Q1	–	Sell	-1,560	Closed	-$238K	–	474
2021 Q4	$238K	Buy	1,560 +335	+27%	+$76.4K	﹤0.01%	416
2021 Q3	$315K	Sell	1,225 -70	-5%	-$20.2K	0.01%	360
2021 Q2	$362K	Sell	1,295 -491	-27%	-$110K	0.01%	343
2021 Q1	$362K	Sell	1,786 -175	-9%	-$40.6K	0.01%	319
2020 Q4	$436K	Sell	1,961 -150	-7%	-$33.7K	0.01%	298
2020 Q3	$454K	Buy	+2,111	New	+$438K	0.01%	262
2020 Q1	$226K	Buy	+2,450	New	+$197K	0.01%	303
2019 Q2	–	Sell	-6,325	Closed	-$328K	–	347
2019 Q1	$328K	Buy	6,325 +100	+2%	+$5.1K	0.01%	295
2018 Q4	$249K	Sell	6,225 -24,715	-80%	-$1.04M	0.01%	313
2018 Q3	$1.63M	Buy	+30,940	New	+$1.75M	0.06%	188

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

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

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

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

Bradley Foster & Sargent's DOCU Position: Q1 2022 in Review

Bradley Foster & Sargent sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,560 shares — an estimated $238K sold.

Bradley Foster & Sargent first reported a position in DOCU in Q3 2018 and held it in 10 quarters. The position peaked at $1.63M in Q3 2018. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Bradley Foster & Sargent reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Bradley Foster & Sargent sold 1,560 DocuSign shares in Q1 2022, an estimated $238K.
Bradley Foster & Sargent first reported a position in DocuSign in Q3 2018 and held it in 10 quarters.
Bradley Foster & Sargent's DocuSign position peaked at $1.63M in Q3 2018.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Bradley Foster & Sargent's 13F filing for Q1 2022, filed 16 May 2022.