LWM
DOCU

Lyell Wealth Management’s DocuSign DOCU Stock Holding History

Lyell Wealth 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
2024
Q4 		– Sell
-19,308
Closed -$1.2M – 203
2024
Q3 		$1.2M Sell
19,308
-1,454
-7% -$81.5K 0.11% 111
2024
Q2 		$1.11M Buy
20,762
+2,081
+11% +$117K 0.11% 107
2024
Q1 		$1.11M Sell
18,681
-120
-0.6% -$6.78K 0.11% 109
2023
Q4 		$1.12M Sell
18,801
-2,097
-10% -$96.2K 0.13% 109
2023
Q3 		$878K Sell
20,898
-1,376
-6% -$67.4K 0.12% 105
2023
Q2 		$1.14M Sell
22,274
-7,307
-25% -$387K 0.15% 100
2023
Q1 		$1.72M Sell
29,581
-977
-3% -$58.3K 0.24% 92
2022
Q4 		$1.69M Sell
30,558
-11,303
-27% -$550K 0.27% 89
2022
Q3 		$2.24M Sell
41,861
-1,574
-4% -$98.7K 0.38% 80
2022
Q2 		$2.49M Sell
43,435
-3,076
-7% -$249K 0.41% 77
2022
Q1 		$4.98M Buy
46,511
+2,807
+6% +$322K 0.64% 57
2021
Q4 		$6.66M Buy
43,704
+1,001
+2% +$228K 0.76% 50
2021
Q3 		$11M Buy
42,703
+594
+1% +$171K 1.34% 28
2021
Q2 		$11.8M Buy
42,109
+1,226
+3% +$274K 1.46% 22
2021
Q1 		$8.28M Buy
40,883
+4,474
+12% +$1.04M 1.21% 31
2020
Q4 		$8.09M Buy
36,409
+1,285
+4% +$289K 1.29% 32
2020
Q3 		$7.56M Buy
35,124
+4,520
+15% +$938K 1.42% 27
2020
Q2 		$5.27M Buy
30,604
+14,480
+90% +$1.82M 1.16% 36
2020
Q1 		$1.49M Buy
+16,124
New +$1.3M 0.45% 63

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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

Lyell Wealth Management's DOCU Position: Q4 2024 in Review

Lyell Wealth Management sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 19,308 shares — an estimated $1.2M sold.

Lyell Wealth Management first reported a position in DOCU in Q1 2020 and held it in 19 quarters. The position peaked at $11.8M in Q2 2021. 816 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Lyell Wealth Management reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 19,308 DocuSign shares in Q4 2024, an estimated $1.2M.
  • Lyell Wealth Management first reported a position in DocuSign in Q1 2020 and held it in 19 quarters.
  • Lyell Wealth Management's DocuSign position peaked at $11.8M in Q2 2021.
  • 816 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Lyell Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.