DY
DOCU

Dowling & Yahnke’s DocuSign DOCU Stock Holding History

Dowling & Yahnke’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
Q1 		– Sell
-13,185
Closed -$977K – 304
2019
Q4 		$977K Sell
13,185
-16,870
-56% -$1.16M 0.08% 189
2019
Q3 		$1.86M Buy
30,055
+5,000
+20% +$262K 0.15% 148
2019
Q2 		$1.25M Hold
25,055
– – 0.1% 174
2019
Q1 		$1.3M Sell
25,055
-14,945
-37% -$763K 0.12% 152
2018
Q4 		$1.67M Buy
40,000
+30,000
+300% +$1.26M 0.17% 130
2018
Q3 		$526K Buy
+10,000
New +$567K 0.05% 225

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dowling & Yahnke's DOCU Position: Q1 2020 in Review

Dowling & Yahnke sold out of DocuSign (DOCU) in Q1 2020, closing a stake of 13,185 shares — an estimated $977K sold.

Dowling & Yahnke first reported a position in DOCU in Q3 2018 and held it in 6 quarters. The position peaked at $1.86M in Q3 2019. 570 funds tracked by Wall St. Rank hold DOCU as of Q1 2020.

  • Dowling & Yahnke reported no remaining DocuSign position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 13,185 DocuSign shares in Q1 2020, an estimated $977K.
  • Dowling & Yahnke first reported a position in DocuSign in Q3 2018 and held it in 6 quarters.
  • Dowling & Yahnke's DocuSign position peaked at $1.86M in Q3 2019.
  • 570 funds tracked by Wall St. Rank held DocuSign as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.