Compagnie Lombard Odier SCmA’s DocuSign DOCU Stock Holding History

Compagnie Lombard Odier SCmA’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
2023 Q3	–	Sell	-1,800	Closed	-$92K	–	597
2023 Q2	$92K	Buy	+1,800	New	+$95.3K	﹤0.01%	355
2022 Q3	–	Sell	-250	Closed	-$15.7K	–	646
2022 Q2	$14K	Hold	250	–	–	﹤0.01%	531
2022 Q1	$27K	Hold	250	–	–	﹤0.01%	499
2021 Q4	$38K	Hold	250	–	–	﹤0.01%	528
2021 Q3	$64K	Buy	+250	New	+$72K	﹤0.01%	478
2020 Q3	–	Sell	-2,770	Closed	-$477K	–	536
2020 Q2	$477K	Buy	+2,770	New	+$349K	0.02%	193
2020 Q1	–	Sell	-1,400	Closed	-$113K	–	514
2019 Q4	$104K	Buy	+1,400	New	+$96.2K	﹤0.01%	308

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Compagnie Lombard Odier SCmA's DOCU Position: Q3 2023 in Review

Compagnie Lombard Odier SCmA sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 1,800 shares — an estimated $92K sold.

Compagnie Lombard Odier SCmA first reported a position in DOCU in Q4 2019 and held it in 7 quarters. The position peaked at $477K in Q2 2020. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Compagnie Lombard Odier SCmA reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 1,800 DocuSign shares in Q3 2023, an estimated $92K.
Compagnie Lombard Odier SCmA first reported a position in DocuSign in Q4 2019 and held it in 7 quarters.
Compagnie Lombard Odier SCmA's DocuSign position peaked at $477K in Q2 2020.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2023, filed 23 Oct 2023.