EIP
DOCU

Ellis Investment Partners’s DocuSign DOCU Stock Holding History

Ellis Investment Partners’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 – 332
2022
Q3 		$16K Hold
300
– – ﹤0.01% 510
2022
Q2 		$17K Buy
300
+80
+36% +$6.48K ﹤0.01% 520
2022
Q1 		$23K Buy
220
+100
+83% +$11.5K 0.01% 505
2021
Q4 		$18K Sell
120
-20
-14% -$4.56K ﹤0.01% 550
2021
Q3 		$36K Hold
140
– – 0.01% 435
2021
Q2 		$39K Hold
140
– – 0.01% 428
2021
Q1 		$28K Hold
140
– – 0.01% 455
2020
Q4 		$31K Buy
140
+130
+1,300% +$29.2K 0.01% 433
2020
Q3 		$2K Buy
+10
New +$2.08K ﹤0.01% 673
2020
Q2 		– Sell
-5
Closed – – 718
2020
Q1 		$0 Buy
+5
New +$402 ﹤0.01% 726

Other funds holding DOCU

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ellis Investment Partners's DOCU Position: Q4 2022 in Review

Ellis Investment Partners sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 300 shares — an estimated $16K sold.

Ellis Investment Partners first reported a position in DOCU in Q1 2020 and held it in 10 quarters. The position peaked at $39K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Ellis Investment Partners reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 300 DocuSign shares in Q4 2022, an estimated $16K.
  • Ellis Investment Partners first reported a position in DocuSign in Q1 2020 and held it in 10 quarters.
  • Ellis Investment Partners's DocuSign position peaked at $39K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.