Kessler Investment Group’s DocuSign DOCU Stock Holding History

Kessler Investment 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
2024 Q1	–	Sell	-7	Closed	-$416	–	198
2023 Q4	$416	Sell	7 -73,117	-100%	-$3.35M	﹤0.01%	150
2023 Q3	$3.07M	Buy	73,124 +922	+1%	+$45.2K	2.57%	17
2023 Q2	$3.69M	Buy	72,202 +3,594	+5%	+$190K	2.6%	19
2023 Q1	$4M	Buy	68,608 +2,511	+4%	+$150K	2.7%	17
2022 Q4	$3.66M	Sell	66,097 -3,501	-5%	-$170K	3.88%	8
2022 Q3	$3.72M	Buy	69,598 +1,438	+2%	+$90.2K	3.07%	12
2022 Q2	$3.91M	Buy	68,160 +68,037	+55,315%	+$5.51M	3.43%	14
2022 Q1	$13K	Buy	+123	New	+$14.1K	0.01%	127
2021 Q3	–	Sell	-62	Closed	-$17K	–	152
2021 Q2	$17K	Buy	+62	New	+$13.9K	0.01%	93
2020 Q3	–	Sell	-13,995	Closed	-$2.41M	–	114
2020 Q2	$2.41M	Buy	+13,995	New	+$1.76M	2.93%	10

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Kessler Investment Group's DOCU Position: Q1 2024 in Review

Kessler Investment Group sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 7 shares — an estimated $416 sold.

Kessler Investment Group first reported a position in DOCU in Q2 2020 and held it in 10 quarters. The position peaked at $4M in Q1 2023. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Kessler Investment Group reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Kessler Investment Group sold 7 DocuSign shares in Q1 2024, an estimated $416.
Kessler Investment Group first reported a position in DocuSign in Q2 2020 and held it in 10 quarters.
Kessler Investment Group's DocuSign position peaked at $4M in Q1 2023.
685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Kessler Investment Group's 13F filing for Q1 2024, filed 22 Apr 2024.