E
DOCU

Ergoteles’s DocuSign DOCU Stock Holding History

Ergoteles’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
Q3 		– Sell
-22,433
Closed -$1.15M – 271
2023
Q2 		$1.15M Buy
22,433
+14,410
+180% +$763K 0.06% 428
2023
Q1 		$468K Sell
8,023
-63,313
-89% -$3.78M 0.02% 758
2022
Q4 		$3.95M Buy
+71,336
New +$3.47M 0.15% 143
2022
Q1 		– Sell
-80,214
Closed -$12.2M – 1312
2021
Q4 		$12.2M Sell
80,214
-45,858
-36% -$10.5M 0.47% 46
2021
Q3 		$32.5M Buy
126,072
+101,666
+417% +$29.3M 1.19% 11
2021
Q2 		$6.82M Buy
+24,406
New +$5.46M 0.16% 178
2021
Q1 		– Sell
-96,983
Closed -$21.6M – 854
2020
Q4 		$21.6M Buy
+96,983
New +$21.8M 0.71% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Ergoteles's DOCU Position: Q3 2023 in Review

Ergoteles sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 22,433 shares — an estimated $1.15M sold.

Ergoteles first reported a position in DOCU in Q4 2020 and held it in 7 quarters. The position peaked at $32.5M in Q3 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Ergoteles reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 22,433 DocuSign shares in Q3 2023, an estimated $1.15M.
  • Ergoteles first reported a position in DocuSign in Q4 2020 and held it in 7 quarters.
  • Ergoteles's DocuSign position peaked at $32.5M in Q3 2021.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.