SAM
DOCU

Stansberry Asset Management’s DocuSign DOCU Stock Holding History

Stansberry Asset Management’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
Q4 		– Sell
-10,840
Closed -$455K – 118
2023
Q3 		$455K Buy
+10,840
New +$531K 0.08% 101
2023
Q2 		– Sell
-5,020
Closed -$293K – 97
2023
Q1 		$293K Buy
5,020
+200
+4% +$11.9K 0.06% 94
2022
Q4 		$267K Buy
4,820
+671
+16% +$32.7K 0.06% 98
2022
Q3 		$222K Buy
4,149
+263
+7% +$16.5K 0.05% 96
2022
Q2 		$223K Sell
3,886
-23,458
-86% -$1.9M 0.05% 103
2022
Q1 		$2.93M Buy
27,344
+5,354
+24% +$614K 0.48% 50
2021
Q4 		$3.35M Sell
21,990
-1,675
-7% -$382K 0.54% 44
2021
Q3 		$6.09M Sell
23,665
-164
-0.7% -$47.3K 1.22% 28
2021
Q2 		$6.66M Buy
23,829
+1,155
+5% +$258K 1.61% 19
2021
Q1 		$4.59M Sell
22,674
-8,489
-27% -$1.97M 1.21% 27
2020
Q4 		$6.93M Buy
31,163
+1,326
+4% +$298K 1.95% 16
2020
Q3 		$6.42M Buy
29,837
+13
+0% +$2.7K 2.2% 15
2020
Q2 		$5.14M Sell
29,824
-125
-0.4% -$15.8K 2.21% 14
2020
Q1 		$2.77M Buy
+29,949
New +$2.41M 1.45% 18

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stansberry Asset Management's DOCU Position: Q4 2023 in Review

Stansberry Asset Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 10,840 shares — an estimated $455K sold.

Stansberry Asset Management first reported a position in DOCU in Q1 2020 and held it in 14 quarters. The position peaked at $6.93M in Q4 2020. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Stansberry Asset Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Stansberry Asset Management sold 10,840 DocuSign shares in Q4 2023, an estimated $455K.
  • Stansberry Asset Management first reported a position in DocuSign in Q1 2020 and held it in 14 quarters.
  • Stansberry Asset Management's DocuSign position peaked at $6.93M in Q4 2020.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Stansberry Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.