Osborne Partners Capital Management’s Doximity DOCS Stock Holding History

Osborne Partners Capital Management’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-21,892	Closed	-$662K	–	208
2022 Q3	$662K	Sell	21,892 -11,460	-34%	-$420K	0.06%	148
2022 Q2	$1.16M	Sell	33,352 -17	-0.1%	-$669	0.09%	133
2022 Q1	$1.74M	Sell	33,369 -30,647	-48%	-$1.54M	0.13%	106
2021 Q4	$3.21M	Buy	+64,016	New	+$4.17M	0.23%	98

Other funds holding DOCS

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Osborne Partners Capital Management's DOCS Position: Q4 2022 in Review

Osborne Partners Capital Management sold out of Doximity (DOCS) in Q4 2022, closing a stake of 21,892 shares — an estimated $662K sold.

Osborne Partners Capital Management first reported a position in DOCS in Q4 2021 and held it in 4 quarters. The position peaked at $3.21M in Q4 2021. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

Osborne Partners Capital Management reported no remaining Doximity position as of Q4 2022 after selling out during the quarter.
Osborne Partners Capital Management sold 21,892 Doximity shares in Q4 2022, an estimated $662K.
Osborne Partners Capital Management first reported a position in Doximity in Q4 2021 and held it in 4 quarters.
Osborne Partners Capital Management's Doximity position peaked at $3.21M in Q4 2021.
303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Osborne Partners Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.