McKinley Capital Management’s Doximity DOCS Stock Holding History

McKinley Capital Management’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-54,375	Closed	-$1.85M	–	165
2023 Q2	$1.85M	Sell	54,375 -7,100	-12%	-$236K	0.25%	104
2023 Q1	$1.99M	Hold	61,475	–	–	0.26%	100
2022 Q4	$2.06M	Hold	61,475	–	–	0.28%	97
2022 Q3	$1.86M	Hold	61,475	–	–	0.25%	103
2022 Q2	$2.14M	Hold	61,475	–	–	0.28%	100
2022 Q1	$3.2M	Hold	61,475	–	–	0.32%	90
2021 Q4	$3.08M	Sell	61,475 -26,340	-30%	-$1.71M	0.28%	104
2021 Q3	$7.09M	Buy	+87,815	New	+$6.42M	0.67%	48

Other funds holding DOCS

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McKinley Capital Management's DOCS Position: Q3 2023 in Review

McKinley Capital Management sold out of Doximity (DOCS) in Q3 2023, closing a stake of 54,375 shares — an estimated $1.85M sold.

McKinley Capital Management first reported a position in DOCS in Q3 2021 and held it in 8 quarters. The position peaked at $7.09M in Q3 2021. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

McKinley Capital Management reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
McKinley Capital Management sold 54,375 Doximity shares in Q3 2023, an estimated $1.85M.
McKinley Capital Management first reported a position in Doximity in Q3 2021 and held it in 8 quarters.
McKinley Capital Management's Doximity position peaked at $7.09M in Q3 2021.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on McKinley Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.