LGT Group Foundation’s DocuSign DOCU Stock Holding History

LGT Group Foundation’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	-3,540	Closed	-$281K	–	281
2024 Q3	$281K	Buy	+3,540	New	+$198K	﹤0.01%	258

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

LGT Group Foundation's DOCU Position: Q4 2024 in Review

LGT Group Foundation sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 3,540 shares — an estimated $281K sold.

LGT Group Foundation first reported a position in DOCU in Q3 2024 and held it in 1 quarter. The position peaked at $281K in Q3 2024. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

LGT Group Foundation reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
LGT Group Foundation sold 3,540 DocuSign shares in Q4 2024, an estimated $281K.
LGT Group Foundation first reported a position in DocuSign in Q3 2024 and held it in 1 quarter.
LGT Group Foundation's DocuSign position peaked at $281K in Q3 2024.
815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on LGT Group Foundation's 13F filing for Q4 2024, filed 6 Feb 2025.