Princeton Portfolio Strategies Group’s DocuSign DOCU Stock Holding History

Princeton Portfolio Strategies 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
2021 Q2	$2.2M	Sell	7,865 -110	-1%	-$24.6K	0.43%	56
2021 Q1	$1.61M	Sell	7,975 -240	-3%	-$55.7K	0.31%	76
2020 Q4	$1.83M	Hold	8,215	–	–	0.36%	65
2020 Q3	$1.77M	Sell	8,215 -4,590	-36%	-$953K	0.39%	62
2020 Q2	$2.21M	Hold	12,805	–	–	0.53%	51
2020 Q1	$1.18M	Sell	12,805 -60	-0.5%	-$4.83K	0.34%	68
2019 Q4	$953K	Sell	12,865 -150	-1%	-$10.3K	0.22%	90
2019 Q3	$806K	Buy	13,015 +7,585	+140%	+$397K	0.2%	93
2019 Q2	$270K	Buy	+5,430	New	+$290K	0.07%	133

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Princeton Portfolio Strategies Group's DOCU Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its DocuSign (DOCU) stake by 1.4% in Q2 2021, selling an estimated $24.6K and leaving 7,865 shares worth $2.2M. The position accounts for 0.43% of the portfolio, ranked #56.

Princeton Portfolio Strategies Group first reported a position in DOCU in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.21M in Q2 2020. 1,026 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Princeton Portfolio Strategies Group held 7,865 shares of DocuSign worth $2.2M as of Q2 2021.
Princeton Portfolio Strategies Group sold 110 DocuSign shares in Q2 2021, an estimated $24.6K.
DocuSign made up 0.43% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #56 holding.
Princeton Portfolio Strategies Group first reported a position in DocuSign in Q2 2019 and has held it in 9 quarters since.
Princeton Portfolio Strategies Group's DocuSign position peaked at $2.21M in Q2 2020.
1,026 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.