CGL
DOCU

Clarius Group LLC’s DocuSign DOCU Stock Holding History

Clarius Group LLC’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
Q1 		– Sell
-16,202
Closed -$963K – 490
2023
Q4 		$963K Buy
+16,202
New +$743K 0.08% 129
2022
Q4 		– Sell
-3,974
Closed -$212K – 523
2022
Q3 		$212K Sell
3,974
-127
-3% -$7.96K 0.02% 440
2022
Q2 		$235K Buy
4,101
+1,836
+81% +$149K 0.02% 401
2022
Q1 		$345K Hold
2,265
– – 0.03% 325
2021
Q4 		$345K Sell
2,265
-271
-11% -$61.8K 0.03% 325
2021
Q3 		$653K Buy
2,536
+402
+19% +$116K 0.06% 174
2021
Q2 		$597K Hold
2,134
– – 0.05% 181
2021
Q1 		$432K Sell
2,134
-248
-10% -$57.5K 0.04% 218
2020
Q4 		$530K Buy
2,382
+995
+72% +$223K 0.06% 169
2020
Q3 		$299K Buy
+1,387
New +$288K 0.04% 214

Other funds holding DOCU

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Clarius Group LLC's DOCU Position: Q1 2024 in Review

Clarius Group LLC sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 16,202 shares — an estimated $963K sold.

Clarius Group LLC first reported a position in DOCU in Q3 2020 and held it in 10 quarters. The position peaked at $963K in Q4 2023. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Clarius Group LLC reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Clarius Group LLC sold 16,202 DocuSign shares in Q1 2024, an estimated $963K.
  • Clarius Group LLC first reported a position in DocuSign in Q3 2020 and held it in 10 quarters.
  • Clarius Group LLC's DocuSign position peaked at $963K in Q4 2023.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Clarius Group LLC's 13F filing for Q1 2024, filed 17 Apr 2024.