Precept Management’s DocuSign DOCU Stock Holding History

Precept 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
2021 Q3	–	Sell	-1,000	Closed	-$280K	–	94
2021 Q2	$280K	Buy	+1,000	New	+$224K	0.12%	68

Other funds holding DOCU

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Precept Management's DOCU Position: Q3 2021 in Review

Precept Management sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 1,000 shares — an estimated $280K sold.

Precept Management first reported a position in DOCU in Q2 2021 and held it in 1 quarter. The position peaked at $280K in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Precept Management reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
Precept Management sold 1,000 DocuSign shares in Q3 2021, an estimated $280K.
Precept Management first reported a position in DocuSign in Q2 2021 and held it in 1 quarter.
Precept Management's DocuSign position peaked at $280K in Q2 2021.
1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Precept Management's 13F filing for Q3 2021, filed 15 Nov 2021.