New England Investment & Retirement Group’s DocuSign DOCU Stock Holding History

New England Investment & Retirement Group’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	$2.29M	Sell	8,881 -148	-2%	-$42.6K	0.53%	46
2021 Q2	$2.52M	Sell	9,029 -37	-0.4%	-$8.27K	0.55%	45
2021 Q1	$1.83M	Buy	9,066 +543	+6%	+$126K	0.44%	47
2020 Q4	$1.9M	Buy	8,523 +1,689	+25%	+$379K	0.44%	48
2020 Q3	$1.47M	Sell	6,834 -2,952	-30%	-$613K	0.37%	46
2020 Q2	$1.69M	Buy	+9,786	New	+$1.23M	0.42%	42
2019 Q3	–	Sell	-13,211	Closed	-$657K	–	61
2019 Q2	$657K	Buy	13,211 +2,640	+25%	+$141K	0.27%	39
2019 Q1	$548K	Sell	10,571 -480	-4%	-$24.5K	0.25%	38
2018 Q4	$443K	Buy	+11,051	New	+$464K	0.25%	37

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

New England Investment & Retirement Group's DOCU Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its DocuSign (DOCU) stake by 1.6% in Q3 2021, selling an estimated $42.6K and leaving 8,881 shares worth $2.29M. The position accounts for 0.53% of the portfolio, ranked #46.

New England Investment & Retirement Group first reported a position in DOCU in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.52M in Q2 2021. 1,038 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

New England Investment & Retirement Group held 8,881 shares of DocuSign worth $2.29M as of Q3 2021.
New England Investment & Retirement Group sold 148 DocuSign shares in Q3 2021, an estimated $42.6K.
DocuSign made up 0.53% of New England Investment & Retirement Group's portfolio in Q3 2021, its #46 holding.
New England Investment & Retirement Group first reported a position in DocuSign in Q4 2018 and has held it in 9 quarters since.
New England Investment & Retirement Group's DocuSign position peaked at $2.52M in Q2 2021.
1,038 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.