Nelson Capital Management’s DocuSign DOCU Stock Holding History

Nelson Capital 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 Q4	–	Sell	-20,424	Closed	-$1.09M	–	96
2022 Q3	$1.09M	Hold	20,424	–	–	0.32%	62
2022 Q2	$1.17M	Sell	20,424 -22,578	-53%	-$1.83M	0.32%	61
2022 Q1	$4.61M	Sell	43,002 -285	-0.7%	-$32.7K	0.9%	37
2021 Q4	$6.59M	Sell	43,287 -2	-0%	-$456	1.22%	27
2021 Q3	$11.1M	Sell	43,289 -543	-1%	-$156K	2.22%	11
2021 Q2	$12.3M	Sell	43,832 -5,438	-11%	-$1.22M	2.48%	10
2021 Q1	$9.97M	Sell	49,270 -2,480	-5%	-$575K	2.13%	10
2020 Q4	$11.5M	Sell	51,750 -10,151	-16%	-$2.28M	2.47%	9
2020 Q3	$13.3M	Sell	61,901 -577	-0.9%	-$120K	2.33%	10
2020 Q2	$10.8M	Buy	62,478 +34,354	+122%	+$4.33M	2.35%	10
2020 Q1	$2.6M	Buy	+28,124	New	+$2.26M	0.7%	46

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Nelson Capital Management's DOCU Position: Q4 2022 in Review

Nelson Capital Management sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 20,424 shares — an estimated $1.09M sold.

Nelson Capital Management first reported a position in DOCU in Q1 2020 and held it in 11 quarters. The position peaked at $13.3M in Q3 2020. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Nelson Capital Management reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Nelson Capital Management sold 20,424 DocuSign shares in Q4 2022, an estimated $1.09M.
Nelson Capital Management first reported a position in DocuSign in Q1 2020 and held it in 11 quarters.
Nelson Capital Management's DocuSign position peaked at $13.3M in Q3 2020.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Nelson Capital Management's 13F filing for Q4 2022, filed 3 Feb 2023.