CNC
DOCU

Canandaigua National Corp’s DocuSign DOCU Stock Holding History

Canandaigua National Corp’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
Q4 		$473K Sell
8,538
-1,624
-16% -$79.1K 0.08% 170
2022
Q3 		$543K Sell
10,162
-92
-0.9% -$5.77K 0.1% 163
2022
Q2 		$588K Sell
10,254
-223
-2% -$18.1K 0.1% 161
2022
Q1 		$1.12M Buy
10,477
+8,123
+345% +$932K 0.17% 132
2021
Q4 		$359K Buy
+2,354
New +$537K 0.05% 210

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 $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Canandaigua National Corp's DOCU Position: Q4 2022 in Review

Canandaigua National Corp reduced its DocuSign (DOCU) stake by 16% in Q4 2022, selling an estimated $79.1K and leaving 8,538 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #170.

Canandaigua National Corp first reported a position in DOCU in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.12M in Q1 2022. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Canandaigua National Corp held 8,538 shares of DocuSign worth $473K as of Q4 2022.
  • Canandaigua National Corp sold 1,624 DocuSign shares in Q4 2022, an estimated $79.1K.
  • DocuSign made up 0.08% of Canandaigua National Corp's portfolio in Q4 2022, its #170 holding.
  • Canandaigua National Corp first reported a position in DocuSign in Q4 2021 and has held it in 5 quarters since.
  • Canandaigua National Corp's DocuSign position peaked at $1.12M in Q1 2022.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Canandaigua National Corp's 13F filing for Q4 2022, filed 25 Jan 2023.