Smithfield Trust’s DocuSign DOCU Stock Holding History

Smithfield 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
2022 Q4	–	Sell	-128	Closed	-$7K	–	1003
2022 Q3	$7K	Hold	128	–	–	﹤0.01%	822
2022 Q2	$7K	Hold	128	–	–	﹤0.01%	875
2022 Q1	$13K	Hold	128	–	–	﹤0.01%	791
2021 Q4	$19K	Hold	128	–	–	﹤0.01%	723
2021 Q3	$33K	Hold	128	–	–	﹤0.01%	627
2021 Q2	$36K	Hold	128	–	–	﹤0.01%	602
2021 Q1	$26K	Sell	128 -1,933	-94%	-$448K	﹤0.01%	659
2020 Q4	$458K	Buy	2,061 +5	+0.2%	+$1.12K	0.03%	192
2020 Q3	$443K	Sell	2,056 -287	-12%	-$59.6K	0.04%	176
2020 Q2	$404K	Buy	2,343 +60	+3%	+$7.56K	0.04%	176
2020 Q1	$211K	Buy	+2,283	New	+$184K	0.02%	223
2019 Q4	–	Sell	-1,194	Closed	-$74K	–	960
2019 Q3	$74K	Hold	1,194	–	–	0.01%	456
2019 Q2	$59K	Buy	+1,194	New	+$63.8K	0.01%	491

Other funds holding DOCU

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Smithfield Trust's DOCU Position: Q4 2022 in Review

Smithfield Trust sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 128 shares — an estimated $7K sold.

Smithfield Trust first reported a position in DOCU in Q2 2019 and held it in 13 quarters. The position peaked at $458K in Q4 2020. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Smithfield Trust reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Smithfield Trust sold 128 DocuSign shares in Q4 2022, an estimated $7K.
Smithfield Trust first reported a position in DocuSign in Q2 2019 and held it in 13 quarters.
Smithfield Trust's DocuSign position peaked at $458K in Q4 2020.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Smithfield Trust's 13F filing for Q4 2022, filed 13 Feb 2023.