Carmel Capital Partners’s DocuSign DOCU Stock Holding History

Carmel Capital Partners’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 Q1	–	Sell	-9,455	Closed	-$562K	–	160
2023 Q4	$562K	Sell	9,455 -950	-9%	-$43.6K	0.29%	69
2023 Q3	$437K	Sell	10,405 -2,025	-16%	-$99.3K	0.2%	83
2023 Q2	$635K	Buy	12,430 +6,610	+114%	+$350K	0.33%	65
2023 Q1	$339K	Buy	5,820 +288	+5%	+$17.2K	0.2%	87
2022 Q4	$307K	Sell	5,532 -958	-15%	-$46.6K	0.21%	97
2022 Q3	$347K	Buy	6,490 +2,732	+73%	+$171K	0.34%	70
2022 Q2	$216K	Sell	3,758 -470	-11%	-$38K	0.2%	103
2022 Q1	$453K	Buy	4,228 +1,383	+49%	+$159K	0.38%	66
2021 Q4	$433K	Buy	+2,845	New	+$649K	0.32%	64

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Carmel Capital Partners's DOCU Position: Q1 2024 in Review

Carmel Capital Partners sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 9,455 shares — an estimated $562K sold.

Carmel Capital Partners first reported a position in DOCU in Q4 2021 and held it in 9 quarters. The position peaked at $635K in Q2 2023. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Carmel Capital Partners reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Carmel Capital Partners sold 9,455 DocuSign shares in Q1 2024, an estimated $562K.
Carmel Capital Partners first reported a position in DocuSign in Q4 2021 and held it in 9 quarters.
Carmel Capital Partners's DocuSign position peaked at $635K in Q2 2023.
685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Carmel Capital Partners's 13F filing for Q1 2024, filed 25 Apr 2024.