MIH
DOCU

Meitav Investment House’s DocuSign DOCU Stock Holding History

Meitav Investment House’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
2020
Q4 		– Sell
-1,476
Closed -$318K – 425
2020
Q3 		$318K Buy
1,476
+55
+4% +$11.4K 0.02% 320
2020
Q2 		$245K Sell
1,421
-2,274
-62% -$287K 0.01% 339
2020
Q1 		$341K Sell
3,695
-1,166
-24% -$93.8K 0.03% 271
2019
Q4 		$360K Sell
4,861
-2,642
-35% -$182K 0.03% 284
2019
Q3 		$470K Buy
7,503
+348
+5% +$18.2K 0.03% 257
2019
Q2 		$362K Buy
+7,155
New +$382K 0.02% 304

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Meitav Investment House's DOCU Position: Q4 2020 in Review

Meitav Investment House sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 1,476 shares — an estimated $318K sold.

Meitav Investment House first reported a position in DOCU in Q2 2019 and held it in 6 quarters. The position peaked at $470K in Q3 2019. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • Meitav Investment House reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
  • Meitav Investment House sold 1,476 DocuSign shares in Q4 2020, an estimated $318K.
  • Meitav Investment House first reported a position in DocuSign in Q2 2019 and held it in 6 quarters.
  • Meitav Investment House's DocuSign position peaked at $470K in Q3 2019.
  • 965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Meitav Investment House's 13F filing for Q4 2020, filed 2 Feb 2021.