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Lakehouse Capital’s Doximity DOCS Stock Holding History

Lakehouse Capital’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
2024
Q2 		– Sell
-159,210
Closed -$4.28M – 15
2024
Q1 		$4.28M Hold
159,210
– – 3.33% 12
2023
Q4 		$4.46M Hold
159,210
– – 3.57% 11
2023
Q3 		$3.38M Buy
+159,210
New +$4.35M 3.05% 12

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lakehouse Capital's DOCS Position: Q2 2024 in Review

Lakehouse Capital sold out of Doximity (DOCS) in Q2 2024, closing a stake of 159,210 shares — an estimated $4.28M sold.

Lakehouse Capital first reported a position in DOCS in Q3 2023 and held it in 3 quarters. The position peaked at $4.46M in Q4 2023. 328 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

  • Lakehouse Capital reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
  • Lakehouse Capital sold 159,210 Doximity shares in Q2 2024, an estimated $4.28M.
  • Lakehouse Capital first reported a position in Doximity in Q3 2023 and held it in 3 quarters.
  • Lakehouse Capital's Doximity position peaked at $4.46M in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on Lakehouse Capital's 13F filing for Q2 2024, filed 7 Aug 2024.