LF
DOCU

Lee Financial’s DocuSign DOCU Stock Holding History

Lee Financial’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
-30
Closed -$1.78K – 338
2023
Q4 		$1.78K Hold
30
– – ﹤0.01% 763
2023
Q3 		$1.26K Hold
30
– – ﹤0.01% 757
2023
Q2 		$1.53K Hold
30
– – ﹤0.01% 702
2023
Q1 		$1.75K Sell
30
-20
-40% -$1.19K ﹤0.01% 700
2022
Q4 		$2.77K Hold
50
– – ﹤0.01% 634
2022
Q3 		$3K Buy
+50
New +$3.13K ﹤0.01% 614
2021
Q4 		– Sell
-7
Closed -$2K – 915
2021
Q3 		$2K Buy
+7
New +$2.02K ﹤0.01% 606

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Lee Financial's DOCU Position: Q1 2024 in Review

Lee Financial sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 30 shares — an estimated $1.78K sold.

Lee Financial first reported a position in DOCU in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Lee Financial reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 30 DocuSign shares in Q1 2024, an estimated $1.78K.
  • Lee Financial first reported a position in DocuSign in Q3 2021 and held it in 7 quarters.
  • Lee Financial's DocuSign position peaked at $3K in Q3 2022.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.