Donoghue Forlines’s DocuSign DOCU Stock Holding History

Donoghue Forlines’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
2024 Q4	–	Sell	-5,139	Closed	-$319K	–	145
2024 Q3	$319K	Buy	+5,139	New	+$288K	0.09%	194
2024 Q1	–	Sell	-3,938	Closed	-$234K	–	235
2023 Q4	$234K	Buy	+3,938	New	+$181K	0.07%	209
2023 Q3	–	Sell	-5,609	Closed	-$287K	–	234
2023 Q2	$287K	Buy	+5,609	New	+$297K	0.09%	227
2023 Q1	–	Sell	-4,456	Closed	-$247K	–	228
2022 Q4	$247K	Buy	4,456 +148	+3%	+$7.21K	0.09%	201
2022 Q3	$230K	Sell	4,308 -4,083	-49%	-$256K	0.08%	208
2022 Q2	$481K	Buy	8,391 +930	+12%	+$75.3K	0.13%	227
2022 Q1	$799K	Buy	7,461 +3,459	+86%	+$397K	0.17%	189
2021 Q4	$610K	Sell	4,002 -368	-8%	-$83.9K	0.1%	214
2021 Q3	$1.13M	Sell	4,370 -510	-10%	-$147K	0.22%	101
2021 Q2	$1.36M	Sell	4,880 -7,519	-61%	-$1.68M	0.25%	91
2021 Q1	$2.51M	Buy	12,399 +8,974	+262%	+$2.08M	0.49%	44
2020 Q4	$761K	Buy	+3,425	New	+$769K	0.15%	171
2020 Q3	–	Sell	-9,007	Closed	-$1.55M	–	124
2020 Q2	$1.55M	Buy	+9,007	New	+$1.14M	0.4%	27

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates

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

Capital World Investors

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

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return