Echo Street Capital Management’s Doximity DOCS Stock Holding History

Echo Street Capital Management’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-271,509	Closed	-$5.76M	–	127
2023 Q3	$5.76M	Sell	271,509 -45,562	-14%	-$1.24M	0.05%	72
2023 Q2	$10.8M	Sell	317,071 -104,596	-25%	-$3.48M	0.09%	71
2023 Q1	$13.7M	Buy	+421,667	New	+$14M	0.12%	74
2022 Q4	–	Sell	-1,711,097	Closed	-$51.7M	–	538
2022 Q3	$51.7M	Sell	1,711,097 -545,481	-24%	-$20M	0.5%	75
2022 Q2	$78.6M	Sell	2,256,578 -202,009	-8%	-$7.95M	0.71%	70
2022 Q1	$128M	Buy	2,458,587 +635,481	+35%	+$32M	0.92%	48
2021 Q4	$91.4M	Buy	1,823,106 +943,153	+107%	+$61.4M	0.61%	78
2021 Q3	$71M	Buy	+879,953	New	+$64.4M	0.5%	84

Other funds holding DOCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Echo Street Capital Management's DOCS Position: Q4 2023 in Review

Echo Street Capital Management sold out of Doximity (DOCS) in Q4 2023, closing a stake of 271,509 shares — an estimated $5.76M sold.

Echo Street Capital Management first reported a position in DOCS in Q3 2021 and held it in 8 quarters. The position peaked at $128M in Q1 2022. 320 funds tracked by Wall St. Rank hold DOCS as of Q4 2023.

Echo Street Capital Management reported no remaining Doximity position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 271,509 Doximity shares in Q4 2023, an estimated $5.76M.
Echo Street Capital Management first reported a position in Doximity in Q3 2021 and held it in 8 quarters.
Echo Street Capital Management's Doximity position peaked at $128M in Q1 2022.
320 funds tracked by Wall St. Rank held Doximity as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.