SCP
DOCU

Stamos Capital Partners’s DocuSign DOCU Stock Holding History

Stamos Capital Partners’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
-9,150
Closed -$507K – 113
2022
Q4 		$507K Sell
9,150
-530
-5% -$25.8K 0.16% 97
2022
Q3 		$518K Buy
9,680
+5,880
+155% +$369K 0.13% 124
2022
Q2 		$218K Hold
3,800
– – 0.07% 116
2022
Q1 		$407K Buy
+3,800
New +$436K 0.14% 84

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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 $3.38T AUM 44.17% 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

Stamos Capital Partners's DOCU Position: Q1 2023 in Review

Stamos Capital Partners sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 9,150 shares — an estimated $507K sold.

Stamos Capital Partners first reported a position in DOCU in Q1 2022 and held it in 4 quarters. The position peaked at $518K in Q3 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Stamos Capital Partners reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 9,150 DocuSign shares in Q1 2023, an estimated $507K.
  • Stamos Capital Partners first reported a position in DocuSign in Q1 2022 and held it in 4 quarters.
  • Stamos Capital Partners's DocuSign position peaked at $518K in Q3 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.