MFS
DOCU

Monetta Financial Services’s DocuSign DOCU Stock Holding History

Monetta Financial Services’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
2023
Q2 		– Sell
-10,000
Closed -$583K – 56
2023
Q1 		$583K Buy
+10,000
New +$596K 0.62% 46
2022
Q1 		– Sell
-4,500
Closed -$685K – 58
2021
Q4 		$685K Buy
+4,500
New +$1.03M 0.53% 40

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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Monetta Financial Services's DOCU Position: Q2 2023 in Review

Monetta Financial Services sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 10,000 shares — an estimated $583K sold.

Monetta Financial Services first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $685K in Q4 2021. 712 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Monetta Financial Services reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Monetta Financial Services sold 10,000 DocuSign shares in Q2 2023, an estimated $583K.
  • Monetta Financial Services first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
  • Monetta Financial Services's DocuSign position peaked at $685K in Q4 2021.
  • 712 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Monetta Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.