Norris Financial Group’s DocuSign DOCU Stock Holding History

Norris Financial 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
2020 Q4	–	Sell	-1,079	Closed	-$232K	–	70
2020 Q3	$232K	Buy	+1,079	New	+$224K	0.2%	61

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norris Financial Group's DOCU Position: Q4 2020 in Review

Norris Financial Group sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 1,079 shares — an estimated $232K sold.

Norris Financial Group first reported a position in DOCU in Q3 2020 and held it in 1 quarter. The position peaked at $232K in Q3 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

Norris Financial Group reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
Norris Financial Group sold 1,079 DocuSign shares in Q4 2020, an estimated $232K.
Norris Financial Group first reported a position in DocuSign in Q3 2020 and held it in 1 quarter.
Norris Financial Group's DocuSign position peaked at $232K in Q3 2020.
965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Norris Financial Group's 13F filing for Q4 2020, filed 2 Jun 2026.