Carlson Capital’s DocuSign DOCU Stock Holding History

Carlson Capital’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
2024 Q3	–	Sell	-242,274	Closed	-$13M	–	33
2024 Q2	$13M	Buy	242,274 +61,174	+34%	+$3.45M	2.02%	8
2024 Q1	$10.8M	Buy	+181,100	New	+$10.2M	0.87%	28

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NMO

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Carlson Capital's DOCU Position: Q3 2024 in Review

Carlson Capital sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 242,274 shares — an estimated $13M sold.

Carlson Capital first reported a position in DOCU in Q1 2024 and held it in 2 quarters. The position peaked at $13M in Q2 2024. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

Carlson Capital reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
Carlson Capital sold 242,274 DocuSign shares in Q3 2024, an estimated $13M.
Carlson Capital first reported a position in DocuSign in Q1 2024 and held it in 2 quarters.
Carlson Capital's DocuSign position peaked at $13M in Q2 2024.
693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Carlson Capital's 13F filing for Q3 2024, filed 14 Nov 2024.