SC
DOCU

Scholtz & Company’s DocuSign DOCU Stock Holding History

Scholtz & Company’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 		– Sell
-1,464
Closed -$296K – 74
2021
Q1 		$296K Sell
1,464
-44
-3% -$10.2K 0.11% 63
2020
Q4 		$335K Buy
1,508
+96
+7% +$21.6K 0.13% 65
2020
Q3 		$304K Buy
+1,412
New +$293K 0.13% 59

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Scholtz & Company's DOCU Position: Q2 2021 in Review

Scholtz & Company sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 1,464 shares — an estimated $296K sold.

Scholtz & Company first reported a position in DOCU in Q3 2020 and held it in 3 quarters. The position peaked at $335K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Scholtz & Company reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Scholtz & Company sold 1,464 DocuSign shares in Q2 2021, an estimated $296K.
  • Scholtz & Company first reported a position in DocuSign in Q3 2020 and held it in 3 quarters.
  • Scholtz & Company's DocuSign position peaked at $335K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Scholtz & Company's 13F filing for Q2 2021, filed 9 Aug 2021.