GIM
DOCU

Generation Investment Management’s DocuSign DOCU Stock Holding History

Generation Investment Management’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
2019
Q1 		– Sell
-17,168
Closed -$688K – 35
2018
Q4 		$688K Buy
+17,168
New +$721K 0.01% 32

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Generation Investment Management's DOCU Position: Q1 2019 in Review

Generation Investment Management sold out of DocuSign (DOCU) in Q1 2019, closing a stake of 17,168 shares — an estimated $688K sold.

Generation Investment Management first reported a position in DOCU in Q4 2018 and held it in 1 quarter. The position peaked at $688K in Q4 2018. 348 funds tracked by Wall St. Rank hold DOCU as of Q1 2019.

  • Generation Investment Management reported no remaining DocuSign position as of Q1 2019 after selling out during the quarter.
  • Generation Investment Management sold 17,168 DocuSign shares in Q1 2019, an estimated $688K.
  • Generation Investment Management first reported a position in DocuSign in Q4 2018 and held it in 1 quarter.
  • Generation Investment Management's DocuSign position peaked at $688K in Q4 2018.
  • 348 funds tracked by Wall St. Rank held DocuSign as of Q1 2019.

Based on Generation Investment Management's 13F filing for Q1 2019, filed 15 May 2019.