LHC
DOCU

Little House Capital’s DocuSign DOCU Stock Holding History

Little House Capital’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
2021
Q1 		– Sell
-1,359
Closed -$302K – 119
2020
Q4 		$302K Sell
1,359
-775
-36% -$174K 0.22% 85
2020
Q3 		$459K Sell
2,134
-44
-2% -$9.13K 0.38% 68
2020
Q2 		$375K Sell
2,178
-1,545
-41% -$195K 0.35% 70
2020
Q1 		$344K Buy
3,723
+380
+11% +$30.6K 0.37% 61
2019
Q4 		$247K Buy
3,343
+61
+2% +$4.19K 0.21% 84
2019
Q3 		$203K Buy
+3,282
New +$172K 0.15% 101
2019
Q2 		– Sell
-3,227
Closed -$167K – 145
2019
Q1 		$167K Buy
+3,227
New +$165K 0.13% 108

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Little House Capital's DOCU Position: Q1 2021 in Review

Little House Capital sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,359 shares — an estimated $302K sold.

Little House Capital first reported a position in DOCU in Q1 2019 and held it in 7 quarters. The position peaked at $459K in Q3 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Little House Capital reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Little House Capital sold 1,359 DocuSign shares in Q1 2021, an estimated $302K.
  • Little House Capital first reported a position in DocuSign in Q1 2019 and held it in 7 quarters.
  • Little House Capital's DocuSign position peaked at $459K in Q3 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Little House Capital's 13F filing for Q1 2021, filed 17 May 2021.