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Chase Investment Counsel’s DigitalOcean DOCN Stock Holding History

Chase Investment Counsel’s Portfolio DOCN Stock Details DOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,810
Closed -$1.56M – 117
2023
Q2 		$1.56M Buy
+38,810
New +$1.43M 0.79% 51

Other funds holding DOCN

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Chase Investment Counsel's DOCN Position: Q3 2023 in Review

Chase Investment Counsel sold out of DigitalOcean (DOCN) in Q3 2023, closing a stake of 38,810 shares — an estimated $1.56M sold.

Chase Investment Counsel first reported a position in DOCN in Q2 2023 and held it in 1 quarter. The position peaked at $1.56M in Q2 2023. 226 funds tracked by Wall St. Rank hold DOCN as of Q3 2023.

  • Chase Investment Counsel reported no remaining DigitalOcean position as of Q3 2023 after selling out during the quarter.
  • Chase Investment Counsel sold 38,810 DigitalOcean shares in Q3 2023, an estimated $1.56M.
  • Chase Investment Counsel first reported a position in DigitalOcean in Q2 2023 and held it in 1 quarter.
  • Chase Investment Counsel's DigitalOcean position peaked at $1.56M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2023.

Based on Chase Investment Counsel's 13F filing for Q3 2023, filed 8 Nov 2023.