R.H. Bluestein & Co’s DocuSign DOCU Stock Holding History

R.H. Bluestein & Co’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	–	Sell	-2,525	Closed	-$270K	–	371
2022 Q1	$270K	Sell	2,525 -230	-8%	-$26.4K	0.01%	320
2021 Q4	$420K	Buy	2,755 +5	+0.2%	+$1.14K	0.02%	238
2021 Q3	$708K	Sell	2,750 -1,025	-27%	-$295K	0.03%	160
2021 Q2	$1.05M	Buy	3,775 +765	+25%	+$171K	0.04%	114
2021 Q1	$609K	Sell	3,010 -335	-10%	-$77.7K	0.03%	179
2020 Q4	$744K	Buy	3,345 +160	+5%	+$35.9K	0.03%	132
2020 Q3	$686K	Sell	3,185 -190	-6%	-$39.4K	0.03%	124
2020 Q2	$581K	Sell	3,375 -1,625	-33%	-$205K	0.03%	132
2020 Q1	$462K	Hold	5,000	–	–	0.04%	125
2019 Q4	$371K	Hold	5,000	–	–	0.02%	220
2019 Q3	$310K	Sell	5,000 -2,000	-29%	-$105K	0.02%	234
2019 Q2	$348K	Hold	7,000	–	–	0.02%	202
2019 Q1	$363K	Sell	7,000 -2,000	-22%	-$102K	0.02%	179
2018 Q4	$361K	Sell	9,000 -3,150	-26%	-$132K	0.03%	148
2018 Q3	$639K	Sell	12,150 -48,850	-80%	-$2.77M	0.03%	132
2018 Q2	$3.23M	Buy	+61,000	New	+$3.08M	0.17%	43

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

R.H. Bluestein & Co's DOCU Position: Q2 2022 in Review

R.H. Bluestein & Co sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,525 shares — an estimated $270K sold.

R.H. Bluestein & Co first reported a position in DOCU in Q2 2018 and held it in 16 quarters. The position peaked at $3.23M in Q2 2018. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

R.H. Bluestein & Co reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
R.H. Bluestein & Co sold 2,525 DocuSign shares in Q2 2022, an estimated $270K.
R.H. Bluestein & Co first reported a position in DocuSign in Q2 2018 and held it in 16 quarters.
R.H. Bluestein & Co's DocuSign position peaked at $3.23M in Q2 2018.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on R.H. Bluestein & Co's 13F filing for Q2 2022, filed 11 Aug 2022.