SIC
DOCU

Sigma Investment Counselors’s DocuSign DOCU Stock Holding History

Sigma Investment Counselors’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
Q4 		– Sell
-3,896
Closed -$208K – 185
2022
Q3 		$208K Sell
3,896
-1,441
-27% -$90.3K 0.02% 173
2022
Q2 		$306K Sell
5,337
-6,263
-54% -$507K 0.02% 147
2022
Q1 		$1.24M Sell
11,600
-3,002
-21% -$345K 0.09% 91
2021
Q4 		$2.22M Sell
14,602
-4,822
-25% -$1.1M 0.16% 76
2021
Q3 		$5M Buy
19,424
+46
+0.2% +$13.3K 0.37% 49
2021
Q2 		$5.42M Buy
19,378
+37
+0.2% +$8.27K 0.41% 44
2021
Q1 		$3.92M Buy
19,341
+333
+2% +$77.2K 0.32% 55
2020
Q4 		$4.22M Buy
19,008
+9,373
+97% +$2.11M 0.36% 51
2020
Q3 		$2.07M Sell
9,635
-11,675
-55% -$2.42M 0.4% 48
2020
Q2 		$3.67M Buy
21,310
+3,990
+23% +$503K 0.39% 49
2020
Q1 		$1.6M Buy
+17,320
New +$1.39M 0.2% 72

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sigma Investment Counselors's DOCU Position: Q4 2022 in Review

Sigma Investment Counselors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 3,896 shares — an estimated $208K sold.

Sigma Investment Counselors first reported a position in DOCU in Q1 2020 and held it in 11 quarters. The position peaked at $5.42M in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Sigma Investment Counselors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Sigma Investment Counselors sold 3,896 DocuSign shares in Q4 2022, an estimated $208K.
  • Sigma Investment Counselors first reported a position in DocuSign in Q1 2020 and held it in 11 quarters.
  • Sigma Investment Counselors's DocuSign position peaked at $5.42M in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Sigma Investment Counselors's 13F filing for Q4 2022, filed 27 Jan 2023.