SIA
DOCU

Sit Investment Associates’s DocuSign DOCU Stock Holding History

Sit Investment Associates’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
Q1 		– Sell
-490
Closed -$27K – 537
2022
Q4 		$27K Sell
490
-16,390
-97% -$798K ﹤0.01% 525
2022
Q3 		$903K Hold
16,880
– – 0.03% 345
2022
Q2 		$969K Sell
16,880
-25,140
-60% -$2.04M 0.03% 334
2022
Q1 		$4.5M Buy
42,020
+1,580
+4% +$181K 0.12% 209
2021
Q4 		$6.16M Buy
40,440
+21,400
+112% +$4.88M 0.14% 188
2021
Q3 		$4.9M Buy
19,040
+1,950
+11% +$562K 0.13% 203
2021
Q2 		$4.78M Sell
17,090
-25
-0.1% -$5.59K 0.12% 212
2021
Q1 		$3.46M Buy
17,115
+480
+3% +$111K 0.09% 250
2020
Q4 		$3.7M Buy
+16,635
New +$3.74M 0.1% 239

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sit Investment Associates's DOCU Position: Q1 2023 in Review

Sit Investment Associates sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 490 shares — an estimated $27K sold.

Sit Investment Associates first reported a position in DOCU in Q4 2020 and held it in 9 quarters. The position peaked at $6.16M in Q4 2021. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Sit Investment Associates reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Sit Investment Associates sold 490 DocuSign shares in Q1 2023, an estimated $27K.
  • Sit Investment Associates first reported a position in DocuSign in Q4 2020 and held it in 9 quarters.
  • Sit Investment Associates's DocuSign position peaked at $6.16M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Sit Investment Associates's 13F filing for Q1 2023, filed 11 May 2023.