Knights of Columbus Asset Advisors’s DocuSign DOCU Stock Holding History

Knights of Columbus Asset Advisors’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 Q4	–	Sell	-2,775	Closed	-$172K	–	390
2024 Q3	$172K	Sell	2,775 -246	-8%	-$13.8K	0.01%	319
2024 Q2	$162K	Hold	3,021	–	–	0.01%	344
2024 Q1	$180K	Hold	3,021	–	–	0.01%	319
2023 Q4	$180K	Hold	3,021	–	–	0.01%	320
2023 Q3	$127K	Hold	3,021	–	–	0.01%	333
2023 Q2	$154K	Hold	3,021	–	–	0.01%	328
2023 Q1	$176K	Hold	3,021	–	–	0.02%	305
2022 Q4	$167K	Hold	3,021	–	–	0.02%	305
2022 Q3	$162K	Sell	3,021 -550	-15%	-$34.5K	0.02%	286
2022 Q2	$205K	Sell	3,571 -4,338	-55%	-$351K	0.02%	275
2022 Q1	$847K	Sell	7,909 -31	-0.4%	-$3.56K	0.07%	233
2021 Q4	$1.21M	Buy	+7,940	New	+$1.81M	0.1%	224

Other funds holding DOCU

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JCAM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Knights of Columbus Asset Advisors's DOCU Position: Q4 2024 in Review

Knights of Columbus Asset Advisors sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 2,775 shares — an estimated $172K sold.

Knights of Columbus Asset Advisors first reported a position in DOCU in Q4 2021 and held it in 12 quarters. The position peaked at $1.21M in Q4 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Knights of Columbus Asset Advisors reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 2,775 DocuSign shares in Q4 2024, an estimated $172K.
Knights of Columbus Asset Advisors first reported a position in DocuSign in Q4 2021 and held it in 12 quarters.
Knights of Columbus Asset Advisors's DocuSign position peaked at $1.21M in Q4 2021.
816 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.