Doheny Asset Management’s DocuSign DOCU Stock Holding History

Doheny 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
2022 Q1	–	Sell	-5,774	Closed	-$879K	–	86
2021 Q4	$879K	Sell	5,774 -357	-6%	-$81.4K	0.62%	47
2021 Q3	$1.58M	Sell	6,131 -2	-0%	-$576	1.13%	29
2021 Q2	$1.72M	Sell	6,133 -90	-1%	-$20.1K	1.1%	32
2021 Q1	$1.26M	Sell	6,223 -420	-6%	-$97.4K	0.85%	41
2020 Q4	$1.48M	Sell	6,643 -47	-0.7%	-$10.6K	1.03%	32
2020 Q3	$1.44M	Sell	6,690 -965	-13%	-$200K	1.19%	28
2020 Q2	$1.32M	Sell	7,655 -695	-8%	-$87.6K	1.25%	27
2020 Q1	$619K	Hold	8,350	–	–	0.49%	56
2019 Q4	$619K	Buy	+8,350	New	+$574K	0.49%	56

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Doheny Asset Management's DOCU Position: Q1 2022 in Review

Doheny Asset Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 5,774 shares — an estimated $879K sold.

Doheny Asset Management first reported a position in DOCU in Q4 2019 and held it in 9 quarters. The position peaked at $1.72M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Doheny Asset Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Doheny Asset Management sold 5,774 DocuSign shares in Q1 2022, an estimated $879K.
Doheny Asset Management first reported a position in DocuSign in Q4 2019 and held it in 9 quarters.
Doheny Asset Management's DocuSign position peaked at $1.72M in Q2 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Doheny Asset Management's 13F filing for Q1 2022, filed 16 May 2022.