BC
DOCU

Burleson & Co’s DocuSign DOCU Stock Holding History

Burleson & Co’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
Q3 		– Sell
-1,010
Closed -$58K – 420
2022
Q2 		$58K Buy
1,010
+860
+573% +$69.6K 0.01% 176
2022
Q1 		$16K Sell
150
-1
-0.7% -$115 ﹤0.01% 245
2021
Q4 		$23K Hold
151
– – ﹤0.01% 220
2021
Q3 		$39K Hold
151
– – 0.01% 203
2021
Q2 		$42K Sell
151
-4
-3% -$894 0.01% 203
2021
Q1 		$31K Buy
+155
New +$35.9K 0.01% 210
2020
Q4 		– Sell
-18,189
Closed -$4.21M – 132
2020
Q3 		$4.21M Buy
+18,189
New +$3.78M 0.8% 30

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 $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Burleson & Co's DOCU Position: Q3 2022 in Review

Burleson & Co sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 1,010 shares — an estimated $58K sold.

Burleson & Co first reported a position in DOCU in Q3 2020 and held it in 7 quarters. The position peaked at $4.21M in Q3 2020. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Burleson & Co reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Burleson & Co sold 1,010 DocuSign shares in Q3 2022, an estimated $58K.
  • Burleson & Co first reported a position in DocuSign in Q3 2020 and held it in 7 quarters.
  • Burleson & Co's DocuSign position peaked at $4.21M in Q3 2020.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.