Merlin Capital’s Doximity DOCS Stock Holding History

Merlin Capital’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	-8,988	Closed	-$245K	–	57
2023 Q2	$306K	Hold	8,988	–	–	1.03%	48
2023 Q1	$291K	Buy	8,988 +214	+2%	+$7.1K	1.06%	49
2022 Q4	$294K	Hold	8,774	–	–	0.72%	61
2022 Q3	$265K	Buy	8,774 +163	+2%	+$5.97K	0.61%	62
2022 Q2	$300K	Buy	+8,611	New	+$339K	0.6%	67

Other funds holding DOCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Merlin Capital's DOCS Position: Q3 2023 in Review

Merlin Capital sold out of Doximity (DOCS) in Q3 2023, closing a stake of 8,988 shares — an estimated $245K sold.

Merlin Capital first reported a position in DOCS in Q2 2022 and held it in 5 quarters. The position peaked at $306K in Q2 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Merlin Capital reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Merlin Capital sold 8,988 Doximity shares in Q3 2023, an estimated $245K.
Merlin Capital first reported a position in Doximity in Q2 2022 and held it in 5 quarters.
Merlin Capital's Doximity position peaked at $306K in Q2 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

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