JAFL
DOCU

Jay A. Fishman Ltd’s DocuSign DOCU Stock Holding History

Jay A. Fishman Ltd’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
Q2 		– Sell
-10,425
Closed -$608K – 100
2023
Q1 		$608K Sell
10,425
-1,300
-11% -$77.5K 0.08% 60
2022
Q4 		$650K Sell
11,725
-700
-6% -$34.1K 0.09% 57
2022
Q3 		$664K Hold
12,425
– – 0.1% 54
2022
Q2 		$713K Hold
12,425
– – 0.1% 57
2022
Q1 		$1.33M Buy
12,425
+5,070
+69% +$582K 0.15% 49
2021
Q4 		$1.12M Sell
7,355
-8,860
-55% -$2.02M 0.12% 52
2021
Q3 		$4.17M Buy
16,215
+4,310
+36% +$1.24M 0.52% 32
2021
Q2 		$3.33M Buy
11,905
+5,555
+87% +$1.24M 0.41% 35
2021
Q1 		$1.29M Buy
6,350
+3,800
+149% +$881K 0.17% 49
2020
Q4 		$567K Hold
2,550
– – 0.08% 63
2020
Q3 		$549K Buy
+2,550
New +$529K 0.09% 59

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jay A. Fishman Ltd's DOCU Position: Q2 2023 in Review

Jay A. Fishman Ltd sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 10,425 shares — an estimated $608K sold.

Jay A. Fishman Ltd first reported a position in DOCU in Q3 2020 and held it in 11 quarters. The position peaked at $4.17M in Q3 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Jay A. Fishman Ltd reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Jay A. Fishman Ltd sold 10,425 DocuSign shares in Q2 2023, an estimated $608K.
  • Jay A. Fishman Ltd first reported a position in DocuSign in Q3 2020 and held it in 11 quarters.
  • Jay A. Fishman Ltd's DocuSign position peaked at $4.17M in Q3 2021.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Jay A. Fishman Ltd's 13F filing for Q2 2023, filed 15 Aug 2023.