Private Capital Group’s DocuSign DOCU Stock Holding History

Private Capital 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 Q2	$3K	Sell	45 -41	-48%	-$3.32K	﹤0.01%	1406
2022 Q1	$9K	Buy	86 +33	+62%	+$3.79K	﹤0.01%	1306
2021 Q4	$8K	Buy	53 +2	+4%	+$456	﹤0.01%	1375
2021 Q3	$13K	Buy	51 +5	+11%	+$1.44K	﹤0.01%	1247
2021 Q2	$13K	Buy	46 +2	+5%	+$447	﹤0.01%	1250
2021 Q1	$9K	Sell	44 -59	-57%	-$13.7K	﹤0.01%	1318
2020 Q4	$23K	Buy	103 +25	+32%	+$5.62K	﹤0.01%	1121
2020 Q3	$17K	Sell	78 -182	-70%	-$37.8K	﹤0.01%	1146
2020 Q2	$45K	Buy	260 +207	+391%	+$26.1K	0.01%	768
2020 Q1	$5K	Hold	53	–	–	﹤0.01%	1474
2019 Q4	$3K	Sell	53 -795	-94%	-$54.6K	﹤0.01%	1608
2019 Q3	$53K	Buy	+848	New	+$44.4K	0.01%	748
2019 Q2	–	Sell	-819	Closed	-$42K	–	2259
2019 Q1	$42K	Hold	819	–	–	0.01%	865
2018 Q4	$33K	Buy	819 +519	+173%	+$21.8K	0.01%	857
2018 Q3	$15K	Buy	+300	New	+$17K	﹤0.01%	1269

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Private Capital Group's DOCU Position: Q2 2022 in Review

Private Capital Group reduced its DocuSign (DOCU) stake by 48% in Q2 2022, selling an estimated $3.32K and leaving 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Private Capital Group first reported a position in DOCU in Q3 2018 and has held it in 15 quarters since. The position peaked at $53K in Q3 2019. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Private Capital Group held 45 shares of DocuSign worth $3K as of Q2 2022.
Private Capital Group sold 41 DocuSign shares in Q2 2022, an estimated $3.32K.
DocuSign made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1406 holding.
Private Capital Group first reported a position in DocuSign in Q3 2018 and has held it in 15 quarters since.
Private Capital Group's DocuSign position peaked at $53K in Q3 2019.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.