DI
DOCU

Disciplined Investments’s DocuSign DOCU Stock Holding History

Disciplined Investments’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
-3
Closed -$153 – 498
2023
Q2 		$153 Hold
3
– – ﹤0.01% 1546
2023
Q1 		$175 Hold
3
– – ﹤0.01% 1503
2022
Q4 		$166 Buy
3
+2
+200% +$97 ﹤0.01% 1461
2022
Q3 		$0 Buy
+1
New +$63 ﹤0.01% 1320
2022
Q2 		– Sell
-2
Closed – – 1346
2022
Q1 		$0 Buy
+2
New +$230 ﹤0.01% 1402

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's DOCU Position: Q3 2023 in Review

Disciplined Investments sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 3 shares — an estimated $153 sold.

Disciplined Investments first reported a position in DOCU in Q1 2022 and held it in 5 quarters. The position peaked at $175 in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Disciplined Investments reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 DocuSign shares in Q3 2023, an estimated $153.
  • Disciplined Investments first reported a position in DocuSign in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's DocuSign position peaked at $175 in Q1 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.