Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s DocuSign DOCU Stock Holding History

Kovitz Investment Group Partners’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Sell
3,907
-640
-14% -$49.9K ﹤0.01% 1133
2025
Q1 		$370K Sell
4,547
-1,058
-19% -$86.1K ﹤0.01% 987
2024
Q4 		$504K Sell
5,605
-110
-2% -$9.89K ﹤0.01% 882
2024
Q3 		$350K Buy
+5,715
New +$350K ﹤0.01% 830