CAM
DOCU

Congress Asset Management’s DocuSign DOCU Stock Holding History

Congress Asset Management’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
Q4 		– Sell
-1,188
Closed -$256K – 349
2020
Q3 		$256K Sell
1,188
-50
-4% -$10.4K ﹤0.01% 322
2020
Q2 		$213K Buy
+1,238
New +$156K ﹤0.01% 319

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Congress Asset Management's DOCU Position: Q4 2020 in Review

Congress Asset Management sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 1,188 shares — an estimated $256K sold.

Congress Asset Management first reported a position in DOCU in Q2 2020 and held it in 2 quarters. The position peaked at $256K in Q3 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • Congress Asset Management reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
  • Congress Asset Management sold 1,188 DocuSign shares in Q4 2020, an estimated $256K.
  • Congress Asset Management first reported a position in DocuSign in Q2 2020 and held it in 2 quarters.
  • Congress Asset Management's DocuSign position peaked at $256K in Q3 2020.
  • 965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Congress Asset Management's 13F filing for Q4 2020, filed 26 Jan 2021.