Carmichael Hill & Associates’s DocuSign DOCU Stock Holding History

Carmichael Hill & Associates’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	–	Hold	0	–	-$8.68K	–	776
2023 Q4	–	Hold	0	–	–	–	592
2023 Q3	–	Hold	0	–	–	–	580
2023 Q2	–	Hold	0	–	–	–	464
2023 Q1	–	Hold	0	–	–	–	434
2022 Q4	–	Hold	0	–	–	–	452
2022 Q3	–	Hold	0	–	–	–	460
2022 Q2	–	Sell	-400	Closed	-$32.4K	–	440
2022 Q1	$42K	Buy	400 +200	+100%	+$23K	0.02%	388
2021 Q4	$30K	Hold	200	–	–	0.01%	456
2021 Q3	$51K	Hold	200	–	–	0.03%	344
2021 Q2	$56K	Hold	200	–	–	0.03%	325
2021 Q1	$40K	Hold	200	–	–	0.02%	373
2020 Q4	$44K	Buy	+200	New	+$44.9K	0.03%	338

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JCAM

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

Carmichael Hill & Associates's DOCU Position: Q3 2023 in Review

Carmichael Hill & Associates sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 25 shares — an estimated $1.23K sold.

Carmichael Hill & Associates first reported a position in DOCU in Q2 2021 and held it in 9 quarters. The position peaked at $7K in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Carmichael Hill & Associates reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Carmichael Hill & Associates sold 25 DocuSign shares in Q3 2023, an estimated $1.23K.
Carmichael Hill & Associates first reported a position in DocuSign in Q2 2021 and held it in 9 quarters.
Carmichael Hill & Associates's DocuSign position peaked at $7K in Q2 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Carmichael Hill & Associates's 13F filing for Q3 2023, filed 30 Oct 2023.