MPM
DOCU

Meritage Portfolio Management’s DocuSign DOCU Stock Holding History

Meritage Portfolio 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
2022
Q2 		– Sell
-2,625
Closed -$281K – 316
2022
Q1 		$281K Hold
2,625
– – 0.02% 282
2021
Q4 		$400K Hold
2,625
– – 0.02% 228
2021
Q3 		$676K Hold
2,625
– – 0.04% 207
2021
Q2 		$734K Hold
2,625
– – 0.04% 211
2021
Q1 		$531K Hold
2,625
– – 0.04% 214
2020
Q4 		$584K Buy
2,625
+200
+8% +$44.9K 0.04% 201
2020
Q3 		$522K Buy
2,425
+300
+14% +$62.3K 0.05% 187
2020
Q2 		$366K Buy
+2,125
New +$268K 0.04% 183

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meritage Portfolio Management's DOCU Position: Q2 2022 in Review

Meritage Portfolio Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,625 shares — an estimated $281K sold.

Meritage Portfolio Management first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $734K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Meritage Portfolio Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 2,625 DocuSign shares in Q2 2022, an estimated $281K.
  • Meritage Portfolio Management first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
  • Meritage Portfolio Management's DocuSign position peaked at $734K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Meritage Portfolio Management's 13F filing for Q2 2022, filed 25 Jul 2022.