HFM
DOCU

Hartford Financial Management’s DocuSign DOCU Stock Holding History

Hartford Financial 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
2023
Q4 		– Sell
-97
Closed -$4.07K – 393
2023
Q3 		$4.07K Buy
+97
New +$4.75K ﹤0.01% 336
2021
Q2 		– Sell
-30
Closed -$6K – 376
2021
Q1 		$6K Buy
+30
New +$6.96K ﹤0.01% 326
2019
Q4 		– Sell
-498
Closed -$31K – 346
2019
Q3 		$31K Buy
+498
New +$26.1K 0.01% 235

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hartford Financial Management's DOCU Position: Q4 2023 in Review

Hartford Financial Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 97 shares — an estimated $4.07K sold.

Hartford Financial Management first reported a position in DOCU in Q3 2019 and held it in 3 quarters. The position peaked at $31K in Q3 2019. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Hartford Financial Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Hartford Financial Management sold 97 DocuSign shares in Q4 2023, an estimated $4.07K.
  • Hartford Financial Management first reported a position in DocuSign in Q3 2019 and held it in 3 quarters.
  • Hartford Financial Management's DocuSign position peaked at $31K in Q3 2019.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Hartford Financial Management's 13F filing for Q4 2023, filed 29 Jan 2024.