COCM
DOCU

Charter Oak Capital Management’s DocuSign DOCU Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-171
Closed -$10K – 328
2022
Q2 		$10K Hold
171
– – ﹤0.01% 586
2022
Q1 		$18K Buy
+171
New +$19.6K ﹤0.01% 534

Other funds holding DOCU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charter Oak Capital Management's DOCU Position: Q3 2022 in Review

Charter Oak Capital Management sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 171 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in DOCU in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Charter Oak Capital Management reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 171 DocuSign shares in Q3 2022, an estimated $10K.
  • Charter Oak Capital Management first reported a position in DocuSign in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's DocuSign position peaked at $18K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.