HIA
DOCU

Harbor Investment Advisory’s DocuSign DOCU Stock Holding History

Harbor Investment Advisory’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
2024
Q3 		– Sell
-1,012
Closed -$54.1K – 1199
2024
Q2 		$54.1K Buy
1,012
+2
+0.2% +$113 0.01% 569
2024
Q1 		$60.1K Hold
1,010
– – 0.01% 549
2023
Q4 		$60K Hold
1,010
– – 0.01% 533
2023
Q3 		$42.4K Sell
1,010
-7
-0.7% -$343 0.01% 575
2023
Q2 		$52K Buy
1,017
+7
+0.7% +$371 0.01% 700
2023
Q1 		$58.9K Sell
1,010
-150
-13% -$8.95K 0.01% 664
2022
Q4 		$64.3K Hold
1,160
– – 0.01% 621
2022
Q3 		$62K Sell
1,160
-705
-38% -$44.2K 0.01% 612
2022
Q2 		$107K Buy
1,865
+130
+7% +$10.5K 0.02% 483
2022
Q1 		$186K Sell
1,735
-11,226
-87% -$1.29M 0.02% 393
2021
Q4 		$1.97M Sell
12,961
-2,319
-15% -$529K 0.25% 77
2021
Q3 		$3.93M Sell
15,280
-200
-1% -$57.6K 0.53% 37
2021
Q2 		$4.33M Sell
15,480
-99
-0.6% -$22.1K 0.59% 34
2021
Q1 		$3.15M Sell
15,579
-535
-3% -$124K 0.47% 43
2020
Q4 		$3.58M Buy
16,114
+2,305
+17% +$518K 0.57% 37
2020
Q3 		$2.97M Sell
13,809
-8,509
-38% -$1.77M 0.57% 40
2020
Q2 		$3.84M Sell
22,318
-560
-2% -$70.6K 0.82% 24
2020
Q1 		$2.11M Sell
22,878
-1,220
-5% -$98.1K 0.57% 42
2019
Q4 		$1.79M Buy
+24,098
New +$1.66M 0.41% 62

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Harbor Investment Advisory's DOCU Position: Q3 2024 in Review

Harbor Investment Advisory sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 1,012 shares — an estimated $54.1K sold.

Harbor Investment Advisory first reported a position in DOCU in Q4 2019 and held it in 19 quarters. The position peaked at $4.33M in Q2 2021. 691 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Harbor Investment Advisory reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,012 DocuSign shares in Q3 2024, an estimated $54.1K.
  • Harbor Investment Advisory first reported a position in DocuSign in Q4 2019 and held it in 19 quarters.
  • Harbor Investment Advisory's DocuSign position peaked at $4.33M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.