Cambridge Trust’s DocuSign DOCU Stock Holding History

Cambridge 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
2023 Q3	–	Sell	-300	Closed	-$15.3K	–	720
2023 Q2	$15.3K	Hold	300	–	–	﹤0.01%	553
2023 Q1	$17.5K	Hold	300	–	–	﹤0.01%	568
2022 Q4	$17K	Hold	300	–	–	﹤0.01%	575
2022 Q3	$16K	Sell	300 -1,000	-77%	-$62.7K	﹤0.01%	588
2022 Q2	$75K	Hold	1,300	–	–	﹤0.01%	431
2022 Q1	$139K	Hold	1,300	–	–	﹤0.01%	375
2021 Q4	$198K	Buy	+1,300	New	+$296K	0.01%	334

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 $3.37T AUM 44.26% 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

Cambridge Trust's DOCU Position: Q3 2023 in Review

Cambridge Trust sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 300 shares — an estimated $15.3K sold.

Cambridge Trust first reported a position in DOCU in Q4 2021 and held it in 7 quarters. The position peaked at $198K in Q4 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Cambridge Trust reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Cambridge Trust sold 300 DocuSign shares in Q3 2023, an estimated $15.3K.
Cambridge Trust first reported a position in DocuSign in Q4 2021 and held it in 7 quarters.
Cambridge Trust's DocuSign position peaked at $198K in Q4 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Cambridge Trust's 13F filing for Q3 2023, filed 26 Oct 2023.