SC
DOCU

Schubert & Co’s DocuSign DOCU Stock Holding History

Schubert & 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
2023
Q2 		– Sell
-5
Closed -$292 – 453
2023
Q1 		$292 Buy
5
+1
+25% +$60 ﹤0.01% 1504
2022
Q4 		$222 Sell
4
-2
-33% -$97 ﹤0.01% 1514
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1424
2022
Q2 		$0 Buy
+6
New +$486 ﹤0.01% 1487
2022
Q1 		– Sell
-1
Closed – – 1134
2021
Q4 		$0 Buy
+1
New +$228 ﹤0.01% 1068

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Schubert & Co's DOCU Position: Q2 2023 in Review

Schubert & Co sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 5 shares — an estimated $292 sold.

Schubert & Co first reported a position in DOCU in Q4 2021 and held it in 5 quarters. The position peaked at $292 in Q1 2023. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Schubert & Co reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 5 DocuSign shares in Q2 2023, an estimated $292.
  • Schubert & Co first reported a position in DocuSign in Q4 2021 and held it in 5 quarters.
  • Schubert & Co's DocuSign position peaked at $292 in Q1 2023.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.