Kayne Anderson Rudnick Investment Management’s Doximity DOCS Stock Holding History

Kayne Anderson Rudnick Investment 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 Q4	–	Sell	-250	Closed	-$5.3K	–	973
2023 Q3	$5.3K	Hold	250	–	–	﹤0.01%	617
2023 Q2	$8.51K	Hold	250	–	–	﹤0.01%	588
2023 Q1	$8.1K	Hold	250	–	–	﹤0.01%	568
2022 Q4	$8.39K	Hold	250	–	–	﹤0.01%	580
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	562
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	541
2022 Q1	$13K	Hold	250	–	–	﹤0.01%	523
2021 Q4	$13K	Hold	250	–	–	﹤0.01%	527
2021 Q3	$20K	Hold	250	–	–	﹤0.01%	504
2021 Q2	$15K	Buy	+250	New	+$14K	﹤0.01%	505

Other funds holding DOCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's DOCS Position: Q4 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Doximity (DOCS) in Q4 2023, closing a stake of 250 shares — an estimated $5.3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in DOCS in Q2 2021 and held it in 10 quarters. The position peaked at $20K in Q3 2021. 320 funds tracked by Wall St. Rank hold DOCS as of Q4 2023.

Kayne Anderson Rudnick Investment Management reported no remaining Doximity position as of Q4 2023 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 250 Doximity shares in Q4 2023, an estimated $5.3K.
Kayne Anderson Rudnick Investment Management first reported a position in Doximity in Q2 2021 and held it in 10 quarters.
Kayne Anderson Rudnick Investment Management's Doximity position peaked at $20K in Q3 2021.
320 funds tracked by Wall St. Rank held Doximity as of Q4 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.