Hyperion Asset Management’s Doximity DOCS Stock Holding History

Hyperion Asset Management’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,785	Closed	-$367K	–	24
2023 Q2	$367K	Buy	10,785 +750	+7%	+$25K	0.02%	23
2023 Q1	$325K	Hold	10,035	–	–	0.02%	22
2022 Q4	$337K	Hold	10,035	–	–	0.02%	22
2022 Q3	$303K	Hold	10,035	–	–	0.02%	23
2022 Q2	$349K	Hold	10,035	–	–	0.02%	23
2022 Q1	$523K	Buy	10,035 +4,335	+76%	+$218K	0.02%	23
2021 Q4	$286K	Buy	+5,700	New	+$371K	0.01%	26

Other funds holding DOCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hyperion Asset Management's DOCS Position: Q3 2023 in Review

Hyperion Asset Management sold out of Doximity (DOCS) in Q3 2023, closing a stake of 10,785 shares — an estimated $367K sold.

Hyperion Asset Management first reported a position in DOCS in Q4 2021 and held it in 7 quarters. The position peaked at $523K in Q1 2022. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Hyperion Asset Management reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Hyperion Asset Management sold 10,785 Doximity shares in Q3 2023, an estimated $367K.
Hyperion Asset Management first reported a position in Doximity in Q4 2021 and held it in 7 quarters.
Hyperion Asset Management's Doximity position peaked at $523K in Q1 2022.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Hyperion Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.