BT
DOCU

Brandywine Trust’s DocuSign DOCU Stock Holding History

Brandywine Trust’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
2020
Q2 		– Sell
-6,816
Closed -$630K – 36
2020
Q1 		$630K Hold
6,816
– – 0.43% 29
2019
Q4 		$505K Hold
6,816
– – 0.29% 36
2019
Q3 		$422K Hold
6,816
– – 0.28% 37
2019
Q2 		$339K Hold
6,816
– – 0.24% 36
2019
Q1 		$353K Buy
+6,816
New +$348K 0.31% 35

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brandywine Trust's DOCU Position: Q2 2020 in Review

Brandywine Trust sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 6,816 shares — an estimated $630K sold.

Brandywine Trust first reported a position in DOCU in Q1 2019 and held it in 5 quarters. The position peaked at $630K in Q1 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

  • Brandywine Trust reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
  • Brandywine Trust sold 6,816 DocuSign shares in Q2 2020, an estimated $630K.
  • Brandywine Trust first reported a position in DocuSign in Q1 2019 and held it in 5 quarters.
  • Brandywine Trust's DocuSign position peaked at $630K in Q1 2020.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Brandywine Trust's 13F filing for Q2 2020, filed 14 Aug 2020.