Lake Street Advisors Group’s DocuSign DOCU Stock Holding History

Lake Street Advisors 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
2022 Q1	–	Sell	-27,811	Closed	-$4.24M	–	313
2021 Q4	$4.24M	Buy	+27,811	New	+$6.34M	0.27%	59
2021 Q2	–	Sell	-27,957	Closed	-$5.66M	–	333
2021 Q1	$5.66M	Sell	27,957 -4	-0%	-$928	0.46%	37
2020 Q4	$6.22M	Buy	27,961 +18,790	+205%	+$4.22M	0.51%	37
2020 Q3	$1.97M	Buy	9,171 +1,104	+14%	+$229K	0.19%	55
2020 Q2	$1.39M	Buy	8,067 +224	+3%	+$28.2K	0.14%	67
2020 Q1	$725K	Buy	7,843 +109	+1%	+$8.77K	0.09%	91
2019 Q4	$573K	Buy	7,734 +97	+1%	+$6.67K	0.06%	107
2019 Q3	$473K	Sell	7,637 -31	-0.4%	-$1.62K	0.05%	100
2019 Q2	$381K	Buy	7,668 +132	+2%	+$7.05K	0.04%	122
2019 Q1	$391K	Buy	+7,536	New	+$385K	0.04%	127

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lake Street Advisors Group's DOCU Position: Q1 2022 in Review

Lake Street Advisors Group sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 27,811 shares — an estimated $4.24M sold.

Lake Street Advisors Group first reported a position in DOCU in Q1 2019 and held it in 10 quarters. The position peaked at $6.22M in Q4 2020. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Lake Street Advisors Group reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Lake Street Advisors Group sold 27,811 DocuSign shares in Q1 2022, an estimated $4.24M.
Lake Street Advisors Group first reported a position in DocuSign in Q1 2019 and held it in 10 quarters.
Lake Street Advisors Group's DocuSign position peaked at $6.22M in Q4 2020.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Lake Street Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.