OSIA
DOCU

O'Shares Investment Advisers’s DocuSign DOCU Stock Holding History

O'Shares Investment Advisers’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
-29,305
Closed -$3.14M – 68
2022
Q1 		$3.14M Sell
29,305
-3,450
-11% -$396K 0.25% 105
2021
Q4 		$4.99M Buy
32,755
+7,677
+31% +$1.75M 0.36% 71
2021
Q3 		$6.46M Sell
25,078
-4,656
-16% -$1.34M 0.48% 66
2021
Q2 		$8.31M Sell
29,734
-6,280
-17% -$1.4M 0.59% 51
2021
Q1 		$7.29M Sell
36,014
-7,345
-17% -$1.7M 0.54% 55
2020
Q4 		$9.64M Buy
43,359
+16,156
+59% +$3.63M 0.74% 37
2020
Q3 		$5.86M Buy
27,203
+6,240
+30% +$1.3M 0.61% 46
2020
Q2 		$3.61M Buy
20,963
+13,509
+181% +$1.7M 0.45% 62
2020
Q1 		$689K Buy
7,454
+395
+6% +$31.8K 0.12% 142
2019
Q4 		$523K Sell
7,059
-1,641
-19% -$113K 0.07% 213
2019
Q3 		$539K Sell
8,700
-991
-10% -$51.9K 0.08% 202
2019
Q2 		$482K Buy
9,691
+975
+11% +$52.1K 0.08% 219
2019
Q1 		$452K Sell
8,716
-3,350
-28% -$171K 0.08% 231
2018
Q4 		$484K Buy
+12,066
New +$507K 0.09% 212

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

O'Shares Investment Advisers's DOCU Position: Q2 2022 in Review

O'Shares Investment Advisers sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 29,305 shares — an estimated $3.14M sold.

O'Shares Investment Advisers first reported a position in DOCU in Q4 2018 and held it in 14 quarters. The position peaked at $9.64M in Q4 2020. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • O'Shares Investment Advisers reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • O'Shares Investment Advisers sold 29,305 DocuSign shares in Q2 2022, an estimated $3.14M.
  • O'Shares Investment Advisers first reported a position in DocuSign in Q4 2018 and held it in 14 quarters.
  • O'Shares Investment Advisers's DocuSign position peaked at $9.64M in Q4 2020.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on O'Shares Investment Advisers's 13F filing for Q2 2022.