Matthew Hamilton Rosenberg’s DocuSign DOCU Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	–	Sell	-15	Closed	-$766	–	945
2023 Q2	$766	Sell	15 -700	-98%	-$37.1K	﹤0.01%	812
2023 Q1	$41.7K	Hold	715	–	–	0.01%	495
2022 Q4	$39.6K	Hold	715	–	–	0.01%	515
2022 Q3	$38K	Buy	715 +15	+2%	+$940	0.01%	501
2022 Q2	$43K	Hold	700	–	–	0.02%	494
2022 Q1	$75K	Hold	700	–	–	0.03%	363
2021 Q4	$107K	Hold	700	–	–	0.04%	284
2021 Q3	$180K	Hold	700	–	–	0.07%	178
2021 Q2	$196K	Hold	700	–	–	0.1%	135
2021 Q1	$172K	Hold	700	–	–	0.1%	146
2020 Q4	$156K	Hold	700	–	–	0.1%	146
2020 Q3	$151K	Hold	700	–	–	0.11%	119
2020 Q2	$121K	Hold	700	–	–	0.1%	148
2020 Q1	$65K	Buy	+700	New	+$56.3K	0.06%	211

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

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

NMO

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

Matthew Hamilton Rosenberg's DOCU Position: Q3 2023 in Review

Matthew Hamilton Rosenberg sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 15 shares — an estimated $766 sold.

Matthew Hamilton Rosenberg first reported a position in DOCU in Q1 2020 and held it in 14 quarters. The position peaked at $196K in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Matthew Hamilton Rosenberg reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 15 DocuSign shares in Q3 2023, an estimated $766.
Matthew Hamilton Rosenberg first reported a position in DocuSign in Q1 2020 and held it in 14 quarters.
Matthew Hamilton Rosenberg's DocuSign position peaked at $196K in Q2 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2023, filed 11 Oct 2023.