Polen Capital Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-43,366
| Closed | -$1.82M | – | 108 |
|
|
2023
Q3 | $1.82M | Sell |
43,366
-8,430,648
| -99% | -$354M | ﹤0.01% | 85 |
|
|
2023
Q2 | $433M | Sell |
8,474,014
-6,095
| -0.1% | -$311K | 1.07% | 23 |
|
|
2023
Q1 | $494M | Buy |
8,480,109
+270,137
| +3% | +$15.7M | 1.3% | 22 |
|
|
2022
Q4 | $455M | Sell |
8,209,972
-437,088
| -5% | -$24.2M | 1.33% | 22 |
|
|
2022
Q3 | $462M | Buy |
8,647,060
+33,901
| +0.4% | +$1.81M | 1.29% | 21 |
|
|
2022
Q2 | $494M | Buy |
8,613,159
+3,061,367
| +55% | +$176M | 1.3% | 22 |
|
|
2022
Q1 | $595M | Buy |
5,551,792
+1,813,284
| +49% | +$194M | 1.16% | 23 |
|
|
2021
Q4 | $569M | Buy |
+3,738,508
| New | +$569M | 0.96% | 26 |
|