Mid Atlantic Financial Management’s DocuSign DOCU Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$678K	Buy	2,635 +426	+19%	+$123K	0.05%	366
2021 Q2	$618K	Buy	2,209 +215	+11%	+$48.1K	0.04%	397
2021 Q1	$404K	Sell	1,994 -86	-4%	-$19.9K	0.03%	507
2020 Q4	$462K	Sell	2,080 -52	-2%	-$11.7K	0.04%	421
2020 Q3	$421K	Sell	2,132 -1,336	-39%	-$277K	0.04%	404
2020 Q2	$597K	Sell	3,468 -4,521	-57%	-$570K	0.06%	289
2020 Q1	$738K	Buy	7,989 +2,353	+42%	+$189K	0.08%	225
2019 Q4	$418K	Hold	5,636	–	–	0.04%	440
2019 Q3	$349K	Buy	5,636 +1,254	+29%	+$65.7K	0.04%	464
2019 Q2	$218K	Buy	+4,382	New	+$234K	0.02%	616

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mid Atlantic Financial Management's DOCU Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its DocuSign (DOCU) stake by 19% in Q3 2021, buying an estimated $123K and bringing the position to 2,635 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #366.

Mid Atlantic Financial Management first reported a position in DOCU in Q2 2019 and has held it in 10 quarters since. The position peaked at $738K in Q1 2020. 1,038 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Mid Atlantic Financial Management held 2,635 shares of DocuSign worth $678K as of Q3 2021.
Mid Atlantic Financial Management bought 426 DocuSign shares in Q3 2021, an estimated $123K.
DocuSign made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #366 holding.
Mid Atlantic Financial Management first reported a position in DocuSign in Q2 2019 and has held it in 10 quarters since.
Mid Atlantic Financial Management's DocuSign position peaked at $738K in Q1 2020.
1,038 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.