OI
DOCU

Oakbrook Investments’s DocuSign DOCU Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-3,300
Closed -$245K – 200
2019
Q4 		$245K Sell
3,300
-850
-20% -$58.4K 0.05% 513
2019
Q3 		$257K Buy
4,150
+100
+2% +$5.24K 0.02% 523
2019
Q2 		$201K Buy
+4,050
New +$216K 0.01% 583

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Oakbrook Investments's DOCU Position: Q1 2020 in Review

Oakbrook Investments sold out of DocuSign (DOCU) in Q1 2020, closing a stake of 3,300 shares — an estimated $245K sold.

Oakbrook Investments first reported a position in DOCU in Q2 2019 and held it in 3 quarters. The position peaked at $257K in Q3 2019. 570 funds tracked by Wall St. Rank hold DOCU as of Q1 2020.

  • Oakbrook Investments reported no remaining DocuSign position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,300 DocuSign shares in Q1 2020, an estimated $245K.
  • Oakbrook Investments first reported a position in DocuSign in Q2 2019 and held it in 3 quarters.
  • Oakbrook Investments's DocuSign position peaked at $257K in Q3 2019.
  • 570 funds tracked by Wall St. Rank held DocuSign as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.