MAP
DOCU

Moody Aldrich Partners’s DocuSign DOCU Stock Holding History

Moody Aldrich Partners’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
Q3 		– Sell
-1,513
Closed -$261K – 162
2020
Q2 		$261K Sell
1,513
-1,547
-51% -$195K 0.06% 146
2020
Q1 		$283K Buy
+3,060
New +$246K 0.09% 120

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Moody Aldrich Partners's DOCU Position: Q3 2020 in Review

Moody Aldrich Partners sold out of DocuSign (DOCU) in Q3 2020, closing a stake of 1,513 shares — an estimated $261K sold.

Moody Aldrich Partners first reported a position in DOCU in Q1 2020 and held it in 2 quarters. The position peaked at $283K in Q1 2020. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

  • Moody Aldrich Partners reported no remaining DocuSign position as of Q3 2020 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,513 DocuSign shares in Q3 2020, an estimated $261K.
  • Moody Aldrich Partners first reported a position in DocuSign in Q1 2020 and held it in 2 quarters.
  • Moody Aldrich Partners's DocuSign position peaked at $283K in Q1 2020.
  • 849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Moody Aldrich Partners's 13F filing for Q3 2020, filed 12 Nov 2020.