Clean Yield Group’s DocuSign DOCU Stock Holding History

Clean Yield Group’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 Q4	–	Sell	-300	Closed	-$16K	–	473
2022 Q3	$16K	Hold	300	–	–	0.01%	297
2022 Q2	$17K	Hold	300	–	–	0.01%	301
2022 Q1	$32K	Hold	300	–	–	0.01%	279
2021 Q4	$46K	Hold	300	–	–	0.01%	268
2021 Q3	$77K	Hold	300	–	–	0.03%	231
2021 Q2	$84K	Buy	+300	New	+$67.1K	0.03%	218
2021 Q1	–	Sell	-300	Closed	-$67K	–	209
2020 Q4	$67K	Hold	300	–	–	0.02%	225
2020 Q3	$65K	Hold	300	–	–	0.03%	203
2020 Q2	$52K	Sell	300 -150	-33%	-$18.9K	0.02%	215
2020 Q1	$42K	Hold	450	–	–	0.02%	217
2019 Q4	$33K	Hold	450	–	–	0.01%	251
2019 Q3	$28K	Hold	450	–	–	0.01%	248
2019 Q2	$22K	Sell	450 -150	-25%	-$8.01K	0.01%	254
2019 Q1	$31K	Buy	+600	New	+$30.6K	0.01%	218

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Clean Yield Group's DOCU Position: Q4 2022 in Review

Clean Yield Group sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 300 shares — an estimated $16K sold.

Clean Yield Group first reported a position in DOCU in Q1 2019 and held it in 14 quarters. The position peaked at $84K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Clean Yield Group reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Clean Yield Group sold 300 DocuSign shares in Q4 2022, an estimated $16K.
Clean Yield Group first reported a position in DocuSign in Q1 2019 and held it in 14 quarters.
Clean Yield Group's DocuSign position peaked at $84K in Q2 2021.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.