JCM
DOCU

Jacobi Capital Management’s DocuSign DOCU Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-245
Closed -$63K – 630
2021
Q3 		$63K Hold
245
– – 0.01% 605
2021
Q2 		$68K Hold
245
– – 0.01% 554
2021
Q1 		$50K Hold
245
– – 0.01% 573
2020
Q4 		$54K Buy
245
+20
+9% +$4.49K 0.01% 518
2020
Q3 		$48K Buy
225
+125
+125% +$25.9K 0.01% 509
2020
Q2 		$17K Buy
100
+50
+100% +$6.3K ﹤0.01% 674
2020
Q1 		$5K Buy
+50
New +$4.02K ﹤0.01% 809

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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jacobi Capital Management's DOCU Position: Q4 2021 in Review

Jacobi Capital Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 245 shares — an estimated $63K sold.

Jacobi Capital Management first reported a position in DOCU in Q1 2020 and held it in 7 quarters. The position peaked at $68K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Jacobi Capital Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 245 DocuSign shares in Q4 2021, an estimated $63K.
  • Jacobi Capital Management first reported a position in DocuSign in Q1 2020 and held it in 7 quarters.
  • Jacobi Capital Management's DocuSign position peaked at $68K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.