Edmond de Rothschild Holding’s DocuSign DOCU Stock Holding History

Edmond de Rothschild Holding’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 Q4	–	Sell	-300	Closed	-$16K	–	795
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	752
2022 Q2	$17K	Sell	300 -9,000	-97%	-$729K	﹤0.01%	737
2022 Q1	$996K	Sell	9,300 -2,278	-20%	-$261K	0.02%	333
2021 Q4	$1.76M	Buy	11,578 +6,141	+113%	+$1.4M	0.04%	312
2021 Q3	$1.4M	Sell	5,437 -53	-1%	-$15.3K	0.03%	328
2021 Q2	$1.53M	Sell	5,490 -4,600	-46%	-$1.03M	0.04%	316
2021 Q1	$2.04M	Buy	10,090 +9,306	+1,187%	+$2.16M	0.06%	242
2020 Q4	$174K	Sell	784 -1,216	-61%	-$273K	0.01%	458
2020 Q3	$430K	Buy	+2,000	New	+$415K	0.02%	328

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Edmond de Rothschild Holding's DOCU Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 300 shares — an estimated $16K sold.

Edmond de Rothschild Holding first reported a position in DOCU in Q3 2020 and held it in 9 quarters. The position peaked at $2.04M in Q1 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Edmond de Rothschild Holding reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Edmond de Rothschild Holding sold 300 DocuSign shares in Q4 2022, an estimated $16K.
Edmond de Rothschild Holding first reported a position in DocuSign in Q3 2020 and held it in 9 quarters.
Edmond de Rothschild Holding's DocuSign position peaked at $2.04M in Q1 2021.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.