ET
DOCU

Equitable Trust’s DocuSign DOCU Stock Holding History

Equitable Trust’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
2023
Q1 		– Sell
-4,447
Closed -$246K – 400
2022
Q4 		$246K Sell
4,447
-19,854
-82% -$967K 0.02% 361
2022
Q3 		$1.3M Sell
24,301
-1,944
-7% -$122K 0.11% 151
2022
Q2 		$1.5M Sell
26,245
-225
-0.9% -$18.2K 0.11% 148
2022
Q1 		$2.83M Buy
26,470
+20,011
+310% +$2.3M 0.18% 111
2021
Q4 		$984K Buy
+6,459
New +$1.47M 0.06% 175

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitable Trust's DOCU Position: Q1 2023 in Review

Equitable Trust sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 4,447 shares — an estimated $246K sold.

Equitable Trust first reported a position in DOCU in Q4 2021 and held it in 5 quarters. The position peaked at $2.83M in Q1 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Equitable Trust reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Equitable Trust sold 4,447 DocuSign shares in Q1 2023, an estimated $246K.
  • Equitable Trust first reported a position in DocuSign in Q4 2021 and held it in 5 quarters.
  • Equitable Trust's DocuSign position peaked at $2.83M in Q1 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Equitable Trust's 13F filing for Q1 2023, filed 2 May 2023.