Steph & Co’s DocuSign DOCU Stock Holding History

Steph & Co’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 Q2	–	Sell	-341	Closed	-$37K	–	253
2022 Q1	$37K	Hold	341	–	–	0.02%	202
2021 Q4	$52K	Hold	341	–	–	0.03%	198
2021 Q3	$88K	Hold	341	–	–	0.06%	148
2021 Q2	$95K	Hold	341	–	–	0.06%	139
2021 Q1	$69K	Buy	341 +100	+41%	+$23.2K	0.05%	152
2020 Q4	$54K	Sell	241 -4	-2%	-$898	0.04%	154
2020 Q3	$53K	Buy	+245	New	+$50.9K	0.05%	151

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Steph & Co's DOCU Position: Q2 2022 in Review

Steph & Co sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 341 shares — an estimated $37K sold.

Steph & Co first reported a position in DOCU in Q3 2020 and held it in 7 quarters. The position peaked at $95K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Steph & Co reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Steph & Co sold 341 DocuSign shares in Q2 2022, an estimated $37K.
Steph & Co first reported a position in DocuSign in Q3 2020 and held it in 7 quarters.
Steph & Co's DocuSign position peaked at $95K in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.