JIC
DOCU

Joel Isaacson & Co’s DocuSign DOCU Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-1,825
Closed -$278K – 315
2021
Q4 		$278K Hold
1,825
– – 0.02% 265
2021
Q3 		$470K Hold
1,825
– – 0.04% 188
2021
Q2 		$510K Sell
1,825
-600
-25% -$134K 0.04% 176
2021
Q1 		$491K Sell
2,425
-275
-10% -$63.8K 0.04% 157
2020
Q4 		$600K Buy
2,700
+100
+4% +$22.5K 0.06% 128
2020
Q3 		$560K Hold
2,600
– – 0.07% 116
2020
Q2 		$448K Hold
2,600
– – 0.06% 124
2020
Q1 		$240K Buy
+2,600
New +$209K 0.04% 158

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Joel Isaacson & Co's DOCU Position: Q1 2022 in Review

Joel Isaacson & Co sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,825 shares — an estimated $278K sold.

Joel Isaacson & Co first reported a position in DOCU in Q1 2020 and held it in 8 quarters. The position peaked at $600K in Q4 2020. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Joel Isaacson & Co reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,825 DocuSign shares in Q1 2022, an estimated $278K.
  • Joel Isaacson & Co first reported a position in DocuSign in Q1 2020 and held it in 8 quarters.
  • Joel Isaacson & Co's DocuSign position peaked at $600K in Q4 2020.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Joel Isaacson & Co's 13F filing for Q1 2022, filed 21 Apr 2022.