Penn Mutual Asset Management’s DocuSign DOCU Stock Holding History

Penn Mutual Asset 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
2019 Q3	–	Sell	-72,331	Closed	-$3.6M	–	24
2019 Q2	$3.6M	Buy	72,331 +39,205	+118%	+$2.09M	3.55%	10
2019 Q1	$33K	Buy	33,126 +21,142	+176%	+$1.08M	0.38%	15
2018 Q4	$480K	Buy	+11,984	New	+$504K	0.66%	17

Other funds holding DOCU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

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

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Penn Mutual Asset Management's DOCU Position: Q3 2019 in Review

Penn Mutual Asset Management sold out of DocuSign (DOCU) in Q3 2019, closing a stake of 72,331 shares — an estimated $3.6M sold.

Penn Mutual Asset Management first reported a position in DOCU in Q4 2018 and held it in 3 quarters. The position peaked at $3.6M in Q2 2019. 388 funds tracked by Wall St. Rank hold DOCU as of Q3 2019.

Penn Mutual Asset Management reported no remaining DocuSign position as of Q3 2019 after selling out during the quarter.
Penn Mutual Asset Management sold 72,331 DocuSign shares in Q3 2019, an estimated $3.6M.
Penn Mutual Asset Management first reported a position in DocuSign in Q4 2018 and held it in 3 quarters.
Penn Mutual Asset Management's DocuSign position peaked at $3.6M in Q2 2019.
388 funds tracked by Wall St. Rank held DocuSign as of Q3 2019.

Based on Penn Mutual Asset Management's 13F filing for Q3 2019, filed 7 Nov 2019.