Chevy Chase Trust
DOCU

Chevy Chase Trust’s DocuSign DOCU Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-979
Closed -$73K – 723
2019
Q4 		$73K Buy
+979
New +$67.3K ﹤0.01% 759
2019
Q2 		– Sell
-8,000
Closed -$453K – 649
2019
Q1 		$453K Buy
+8,000
New +$408K ﹤0.01% 607

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Chevy Chase Trust's DOCU Position: Q1 2020 in Review

Chevy Chase Trust sold out of DocuSign (DOCU) in Q1 2020, closing a stake of 979 shares — an estimated $73K sold.

Chevy Chase Trust first reported a position in DOCU in Q1 2019 and held it in 2 quarters. The position peaked at $453K in Q1 2019. 570 funds tracked by Wall St. Rank hold DOCU as of Q1 2020.

  • Chevy Chase Trust reported no remaining DocuSign position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 979 DocuSign shares in Q1 2020, an estimated $73K.
  • Chevy Chase Trust first reported a position in DocuSign in Q1 2019 and held it in 2 quarters.
  • Chevy Chase Trust's DocuSign position peaked at $453K in Q1 2019.
  • 570 funds tracked by Wall St. Rank held DocuSign as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.