Jefferies Group’s DocuSign DOCU Stock Holding History

Jefferies Group’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
2022 Q3	$558K	Buy	+10,435	New	+$654K	﹤0.01%	1001
2022 Q2	–	Sell	-36,466	Closed	-$3.91M	–	1605
2022 Q1	$3.91M	Buy	36,466 +27,987	+330%	+$3.21M	0.02%	479
2021 Q4	$1.29M	Buy	+8,479	New	+$1.93M	0.01%	924
2020 Q4	–	Sell	-3,200	Closed	-$689K	–	1604
2020 Q3	$689K	Buy	+3,200	New	+$664K	0.01%	910
2020 Q2	–	Sell	-2,661	Closed	-$246K	–	1489
2020 Q1	$246K	Sell	2,661 -6,508	-71%	-$523K	﹤0.01%	1611
2019 Q4	$680K	Buy	+9,169	New	+$630K	0.01%	1657
2019 Q3	–	Sell	-78,009	Closed	-$3.88M	–	2771
2019 Q2	$3.88M	Buy	78,009 +19,968	+34%	+$1.07M	0.03%	595
2019 Q1	$3.01M	Buy	58,041 +20,738	+56%	+$1.06M	0.02%	683
2018 Q4	$1.5M	Buy	+37,303	New	+$1.57M	0.01%	971
2018 Q3	–	Sell	-5,500	Closed	-$291K	–	2475
2018 Q2	$291K	Buy	+5,500	New	+$278K	﹤0.01%	1865

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jefferies Group's DOCU Position: Q3 2022 in Review

Jefferies Group opened a new position in DocuSign (DOCU) in Q3 2022: 10,435 shares worth $558K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings. This is a return to the name: Jefferies Group previously reported a position in DOCU as recently as Q1 2022.

Jefferies Group first reported a position in DOCU in Q2 2018 and has held it in 10 quarters since. The position peaked at $3.91M in Q1 2022. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Jefferies Group held 10,435 shares of DocuSign worth $558K as of Q3 2022.
DocuSign was a new Jefferies Group position in Q3 2022.
DocuSign made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1001 holding.
Jefferies Group first reported a position in DocuSign in Q2 2018 and has held it in 10 quarters since.
Jefferies Group's DocuSign position peaked at $3.91M in Q1 2022.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.