Corient Capital Partners’s DocuSign DOCU Stock Holding History

Corient Capital Partners’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 Q3	$327K	Buy	+5,706	New	+$358K	0.02%	438
2022 Q2	–	Sell	-2,730	Closed	-$292K	–	708
2022 Q1	$292K	Buy	2,730 +1,382	+103%	+$159K	0.02%	548
2021 Q4	$206K	Sell	1,348 -2,931	-68%	-$668K	0.01%	654
2021 Q3	$1.1M	Buy	4,279 +60	+1%	+$17.3K	0.08%	207
2021 Q2	$1.18M	Sell	4,219 -2,910	-41%	-$651K	0.09%	199
2021 Q1	$1.44M	Buy	7,129 +208	+3%	+$48.2K	0.12%	149
2020 Q4	$1.54M	Buy	6,921 +5,231	+310%	+$1.17M	0.15%	136
2020 Q3	$364K	Buy	1,690 +63	+4%	+$13.1K	0.04%	300
2020 Q2	$280K	Buy	+1,627	New	+$205K	0.03%	349

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Corient Capital Partners's DOCU Position: Q3 2022 in Review

Corient Capital Partners opened a new position in DocuSign (DOCU) in Q3 2022: 5,706 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #438 among its holdings. This is a return to the name: Corient Capital Partners previously reported a position in DOCU as recently as Q1 2022.

Corient Capital Partners first reported a position in DOCU in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.54M in Q4 2020. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Corient Capital Partners held 5,706 shares of DocuSign worth $327K as of Q3 2022.
DocuSign was a new Corient Capital Partners position in Q3 2022.
DocuSign made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #438 holding.
Corient Capital Partners first reported a position in DocuSign in Q2 2020 and has held it in 9 quarters since.
Corient Capital Partners's DocuSign position peaked at $1.54M in Q4 2020.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.