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 $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return