Pendal Group’s DocuSign DOCU Stock Holding History

Pendal 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
2022 Q4	$240K	Buy	+4,322	New	+$210K	﹤0.01%	462
2022 Q3	–	Sell	-4,147	Closed	-$238K	–	470
2022 Q2	$238K	Sell	4,147 -15,466	-79%	-$1.25M	﹤0.01%	425
2022 Q1	$2.1M	Buy	19,613 +15,456	+372%	+$1.77M	0.02%	244
2021 Q4	$633K	Buy	4,157 +1,684	+68%	+$384K	0.01%	391
2021 Q3	$637K	Buy	2,473 +6	+0.2%	+$1.73K	0.01%	384
2021 Q2	$690K	Sell	2,467 -6,989	-74%	-$1.56M	0.01%	379
2021 Q1	$1.91M	Buy	9,456 +5,065	+115%	+$1.17M	0.02%	226
2020 Q4	$976K	Sell	4,391 -922	-17%	-$207K	0.01%	302
2020 Q3	$1.14M	Buy	5,313 +465	+10%	+$96.5K	0.01%	230
2020 Q2	$835K	Sell	4,848 -6,503	-57%	-$820K	0.01%	256
2020 Q1	$1.05M	Buy	11,351 +6,596	+139%	+$530K	0.02%	207
2019 Q4	$352K	Hold	4,755	–	–	﹤0.01%	349
2019 Q3	$294K	Hold	4,755	–	–	﹤0.01%	394
2019 Q2	$236K	Buy	4,755 +639	+16%	+$34.1K	﹤0.01%	395
2019 Q1	$213K	Buy	+4,116	New	+$210K	﹤0.01%	406
2018 Q3	–	Sell	-621	Closed	-$32.9K	–	462
2018 Q2	$32.9K	Buy	+621	New	+$31.3K	﹤0.01%	446

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pendal Group's DOCU Position: Q4 2022 in Review

Pendal Group opened a new position in DocuSign (DOCU) in Q4 2022: 4,322 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Pendal Group previously reported a position in DOCU as recently as Q2 2022.

Pendal Group first reported a position in DOCU in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.1M in Q1 2022. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Pendal Group held 4,322 shares of DocuSign worth $240K as of Q4 2022.
DocuSign was a new Pendal Group position in Q4 2022.
DocuSign made up ﹤0.01% of Pendal Group's portfolio in Q4 2022, its #462 holding.
Pendal Group first reported a position in DocuSign in Q2 2018 and has held it in 16 quarters since.
Pendal Group's DocuSign position peaked at $2.1M in Q1 2022.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.