MF
DOCU

Manchester Financial’s DocuSign DOCU Stock Holding History

Manchester Financial’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
Q1 		– Sell
-7,415
Closed -$441K – 100
2023
Q4 		$441K Sell
7,415
-458
-6% -$21K 0.12% 56
2023
Q3 		$331K Sell
7,873
-240
-3% -$11.8K 0.1% 63
2023
Q2 		$414K Sell
8,113
-52
-0.6% -$2.75K 0.12% 58
2023
Q1 		$476K Sell
8,165
-294
-3% -$17.5K 0.14% 53
2022
Q4 		$469K Sell
8,459
-288
-3% -$14K 0.13% 53
2022
Q3 		$468K Buy
8,747
+1,672
+24% +$105K 0.13% 51
2022
Q2 		$406K Buy
7,075
+560
+9% +$45.3K 0.16% 58
2022
Q1 		$698K Buy
6,515
+932
+17% +$107K 0.25% 41
2021
Q4 		$850K Buy
5,583
+422
+8% +$96.2K 0.3% 42
2021
Q3 		$1.33M Sell
5,161
-19
-0.4% -$5.47K 0.51% 34
2021
Q2 		$1.45M Buy
5,180
+93
+2% +$20.8K 0.57% 34
2021
Q1 		$1.03M Buy
5,087
+421
+9% +$97.6K 0.48% 37
2020
Q4 		$1.04M Sell
4,666
-17
-0.4% -$3.82K 0.64% 31
2020
Q3 		$1.01M Buy
4,683
+4,532
+3,001% +$941K 0.77% 26
2020
Q2 		$26K Sell
151
-149
-50% -$18.8K 0.02% 198
2020
Q1 		$28K Buy
300
+250
+500% +$20.1K 0.02% 172
2019
Q4 		$4K Buy
+50
New +$3.44K ﹤0.01% 442

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Manchester Financial's DOCU Position: Q1 2024 in Review

Manchester Financial sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 7,415 shares — an estimated $441K sold.

Manchester Financial first reported a position in DOCU in Q4 2019 and held it in 17 quarters. The position peaked at $1.45M in Q2 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Manchester Financial reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Manchester Financial sold 7,415 DocuSign shares in Q1 2024, an estimated $441K.
  • Manchester Financial first reported a position in DocuSign in Q4 2019 and held it in 17 quarters.
  • Manchester Financial's DocuSign position peaked at $1.45M in Q2 2021.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Manchester Financial's 13F filing for Q1 2024, filed 18 Apr 2024.