NIM
DOCU

Northeast Investment Management’s DocuSign DOCU Stock Holding History

Northeast Investment 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
Q2 		– Sell
-11,545
Closed -$1.24M – 187
2022
Q1 		$1.24M Buy
11,545
+263
+2% +$30.2K 0.07% 103
2021
Q4 		$1.72M Buy
11,282
+1,061
+10% +$242K 0.08% 93
2021
Q3 		$2.63M Buy
10,221
+544
+6% +$157K 0.14% 83
2021
Q2 		$2.71M Sell
9,677
-180
-2% -$40.2K 0.15% 83
2021
Q1 		$2M Sell
9,857
-775
-7% -$180K 0.12% 89
2020
Q4 		$2.36M Buy
10,632
+1,399
+15% +$314K 0.14% 78
2020
Q3 		$1.99M Buy
9,233
+1,476
+19% +$306K 0.13% 79
2020
Q2 		$1.34M Buy
7,757
+3,540
+84% +$446K 0.1% 87
2020
Q1 		$390K Buy
+4,217
New +$339K 0.04% 116

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northeast Investment Management's DOCU Position: Q2 2022 in Review

Northeast Investment Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 11,545 shares — an estimated $1.24M sold.

Northeast Investment Management first reported a position in DOCU in Q1 2020 and held it in 9 quarters. The position peaked at $2.71M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Northeast Investment Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Northeast Investment Management sold 11,545 DocuSign shares in Q2 2022, an estimated $1.24M.
  • Northeast Investment Management first reported a position in DocuSign in Q1 2020 and held it in 9 quarters.
  • Northeast Investment Management's DocuSign position peaked at $2.71M in Q2 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Northeast Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.