CAIMH
DOCU

Central Asset Investments & Management Holdings’s DocuSign DOCU Stock Holding History

Central Asset Investments & Management Holdings’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
Q1 		– Sell
-1,131
Closed -$251K – 61
2020
Q4 		$251K Sell
1,131
-1,601
-59% -$360K 0.08% 46
2020
Q3 		$588K Sell
2,732
-1,548
-36% -$321K 0.27% 33
2020
Q2 		$737K Buy
+4,280
New +$539K 0.6% 21

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Central Asset Investments & Management Holdings's DOCU Position: Q1 2021 in Review

Central Asset Investments & Management Holdings sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,131 shares — an estimated $251K sold.

Central Asset Investments & Management Holdings first reported a position in DOCU in Q2 2020 and held it in 3 quarters. The position peaked at $737K in Q2 2020. 968 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Central Asset Investments & Management Holdings reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 1,131 DocuSign shares in Q1 2021, an estimated $251K.
  • Central Asset Investments & Management Holdings first reported a position in DocuSign in Q2 2020 and held it in 3 quarters.
  • Central Asset Investments & Management Holdings's DocuSign position peaked at $737K in Q2 2020.
  • 968 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2021, filed 14 May 2021.