Cavalier Investments’s DocuSign DOCU Stock Holding History

Cavalier Investments’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
2021 Q2	–	Sell	-6,062	Closed	-$1.23M	–	98
2021 Q1	$1.23M	Hold	6,062	–	–	0.53%	86
2020 Q4	$1.35M	Buy	6,062 +1,516	+33%	+$341K	0.62%	61
2020 Q3	$978K	Sell	4,546 -3,254	-42%	-$675K	0.66%	28
2020 Q2	$1.34M	Buy	+7,800	New	+$983K	0.78%	22

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Cavalier Investments's DOCU Position: Q2 2021 in Review

Cavalier Investments sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 6,062 shares — an estimated $1.23M sold.

Cavalier Investments first reported a position in DOCU in Q2 2020 and held it in 4 quarters. The position peaked at $1.35M in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Cavalier Investments reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Cavalier Investments sold 6,062 DocuSign shares in Q2 2021, an estimated $1.23M.
Cavalier Investments first reported a position in DocuSign in Q2 2020 and held it in 4 quarters.
Cavalier Investments's DocuSign position peaked at $1.35M in Q4 2020.
1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.