Chartwell Investment Partners’s DocuSign DOCU Stock Holding History

Chartwell Investment 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 Q3	$1.73M	Hold	27,791	–	–	0.06%	301
2024 Q2	$1.49M	Sell	27,791 -15,944	-36%	-$899K	0.05%	313
2024 Q1	$2.6M	Hold	43,735	–	–	0.09%	263
2023 Q4	$2.6M	Buy	43,735 +4,886	+13%	+$224K	0.09%	261
2023 Q3	$1.63M	Hold	38,849	–	–	0.06%	294
2023 Q2	$1.98M	Buy	38,849 +12,394	+47%	+$656K	0.07%	279
2023 Q1	$1.54M	Buy	+26,455	New	+$1.58M	0.06%	304
2020 Q4	–	Sell	-2,508	Closed	-$540K	–	432
2020 Q3	$540K	Buy	2,508 +152	+6%	+$31.6K	0.02%	388
2020 Q2	$406K	Buy	+2,356	New	+$297K	0.02%	386

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NMO

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JCAM

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

Chartwell Investment Partners's DOCU Position: Q3 2024 in Review

Chartwell Investment Partners held its DocuSign (DOCU) position steady in Q3 2024 at 27,791 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #301.

Chartwell Investment Partners first reported a position in DOCU in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.6M in Q1 2024. 691 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

Chartwell Investment Partners held 27,791 shares of DocuSign worth $1.73M as of Q3 2024.
Chartwell Investment Partners left its DocuSign share count unchanged in Q3 2024.
DocuSign made up 0.06% of Chartwell Investment Partners's portfolio in Q3 2024, its #301 holding.
Chartwell Investment Partners first reported a position in DocuSign in Q2 2020 and has held it in 9 quarters since.
Chartwell Investment Partners's DocuSign position peaked at $2.6M in Q1 2024.
691 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.