Everhart Financial Group’s DigitalOcean DOCN Stock Holding History

Everhart Financial Group’s Portfolio DOCN Stock Details DOCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,846	Closed	-$309K	–	134
2021 Q4	$309K	Sell	3,846 -2,655	-41%	-$249K	0.19%	90
2021 Q3	$504K	Buy	6,501 +2,671	+70%	+$165K	0.35%	53
2021 Q2	$213K	Buy	+3,830	New	+$165K	0.15%	91

Other funds holding DOCN

IVSFI

IA Venture Strategies Fund II New York $4.08M AUM 174.71% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AEPI

AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AEPIP

AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return

Everhart Financial Group's DOCN Position: Q1 2022 in Review

Everhart Financial Group sold out of DigitalOcean (DOCN) in Q1 2022, closing a stake of 3,846 shares — an estimated $309K sold.

Everhart Financial Group first reported a position in DOCN in Q2 2021 and held it in 3 quarters. The position peaked at $504K in Q3 2021. 300 funds tracked by Wall St. Rank hold DOCN as of Q1 2022.

Everhart Financial Group reported no remaining DigitalOcean position as of Q1 2022 after selling out during the quarter.
Everhart Financial Group sold 3,846 DigitalOcean shares in Q1 2022, an estimated $309K.
Everhart Financial Group first reported a position in DigitalOcean in Q2 2021 and held it in 3 quarters.
Everhart Financial Group's DigitalOcean position peaked at $504K in Q3 2021.
300 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2022.

Based on Everhart Financial Group's 13F filing for Q1 2022, filed 18 Apr 2022.