Bryn Mawr Capital Management’s DocuSign DOCU Stock Holding History

Bryn Mawr Capital Management’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
2023 Q3	–	Sell	-6,491	Closed	-$332K	–	397
2023 Q2	$332K	Sell	6,491 -737	-10%	-$39K	0.03%	237
2023 Q1	$421K	Sell	7,228 -128	-2%	-$7.63K	0.04%	206
2022 Q4	$408K	Buy	7,356 +149	+2%	+$7.25K	0.04%	206
2022 Q3	$385K	Sell	7,207 -8	-0.1%	-$502	0.14%	100
2022 Q2	$414K	Buy	7,215 +2,857	+66%	+$231K	0.14%	104
2022 Q1	$467K	Buy	+4,358	New	+$500K	0.13%	107

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

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

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bryn Mawr Capital Management's DOCU Position: Q3 2023 in Review

Bryn Mawr Capital Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 6,491 shares — an estimated $332K sold.

Bryn Mawr Capital Management first reported a position in DOCU in Q1 2022 and held it in 6 quarters. The position peaked at $467K in Q1 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Bryn Mawr Capital Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Bryn Mawr Capital Management sold 6,491 DocuSign shares in Q3 2023, an estimated $332K.
Bryn Mawr Capital Management first reported a position in DocuSign in Q1 2022 and held it in 6 quarters.
Bryn Mawr Capital Management's DocuSign position peaked at $467K in Q1 2022.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Bryn Mawr Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.