Security National Trust’s DocuSign DOCU Stock Holding History

Security National Trust’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 Q3	$8K	Hold	28	–	–	﹤0.01%	353
2021 Q2	$8K	Hold	28	–	–	﹤0.01%	363
2021 Q1	$6K	Buy	+28	New	+$6.49K	﹤0.01%	367

Other funds holding DOCU

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

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Security National Trust's DOCU Position: Q3 2021 in Review

Security National Trust held its DocuSign (DOCU) position steady in Q3 2021 at 28 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Security National Trust first reported a position in DOCU in Q1 2021 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Security National Trust held 28 shares of DocuSign worth $8K as of Q3 2021.
Security National Trust left its DocuSign share count unchanged in Q3 2021.
DocuSign made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #353 holding.
Security National Trust first reported a position in DocuSign in Q1 2021 and has held it in 3 quarters since.
1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.