Liontrust Investment Partners’s DocuSign DOCU Stock Holding History

Liontrust Investment Partners’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
2023 Q4	–	Sell	-1,547,015	Closed	-$65M	–	196
2023 Q3	$65M	Sell	1,547,015 -1,688	-0.1%	-$82.7K	1.04%	34
2023 Q2	$79.1M	Sell	1,548,703 -123,797	-7%	-$6.56M	1.14%	34
2023 Q1	$97.5M	Buy	1,672,500 +4,900	+0.3%	+$292K	1.43%	26
2022 Q4	$92.4M	Sell	1,667,600 -37,800	-2%	-$1.84M	1.61%	28
2022 Q3	$91.2M	Sell	1,705,400 -93,700	-5%	-$5.87M	1.46%	28
2022 Q2	$103M	Buy	1,799,100 +64,600	+4%	+$5.23M	1.45%	27
2022 Q1	$186M	Buy	1,734,500 +318,300	+22%	+$36.5M	2.43%	15
2021 Q4	$216M	Buy	1,416,200 +747,500	+112%	+$170M	2.57%	16
2021 Q3	$172M	Buy	+668,700	New	+$193M	2.38%	15
2020 Q4	$60.3M	Buy	+271,200	New	+$60.9M	1.22%	30

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Liontrust Investment Partners's DOCU Position: Q4 2023 in Review

Liontrust Investment Partners sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 1,547,015 shares — an estimated $65M sold.

Liontrust Investment Partners first reported a position in DOCU in Q4 2020 and held it in 10 quarters. The position peaked at $216M in Q4 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Liontrust Investment Partners reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Liontrust Investment Partners sold 1,547,015 DocuSign shares in Q4 2023, an estimated $65M.
Liontrust Investment Partners first reported a position in DocuSign in Q4 2020 and held it in 10 quarters.
Liontrust Investment Partners's DocuSign position peaked at $216M in Q4 2021.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Liontrust Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.