LCM
DOCU

Logan Capital Management’s DocuSign DOCU Stock Holding History

Logan Capital Management’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
2022
Q3 		– Sell
-80
Closed -$5K – 509
2022
Q2 		$5K Hold
80
– – ﹤0.01% 464
2022
Q1 		$9K Hold
80
– – ﹤0.01% 446
2021
Q4 		$12K Hold
80
– – ﹤0.01% 446
2021
Q3 		$21K Buy
80
+40
+100% +$11.5K ﹤0.01% 421
2021
Q2 		$11K Buy
+40
New +$8.94K ﹤0.01% 447

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Logan Capital Management's DOCU Position: Q3 2022 in Review

Logan Capital Management sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 80 shares — an estimated $5K sold.

Logan Capital Management first reported a position in DOCU in Q2 2021 and held it in 5 quarters. The position peaked at $21K in Q3 2021. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Logan Capital Management reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Logan Capital Management sold 80 DocuSign shares in Q3 2022, an estimated $5K.
  • Logan Capital Management first reported a position in DocuSign in Q2 2021 and held it in 5 quarters.
  • Logan Capital Management's DocuSign position peaked at $21K in Q3 2021.
  • 737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Logan Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.