SFG
DOCU

Steward Financial Group’s DocuSign DOCU Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+6
New +$294 ﹤0.01% 1377
2022
Q3 		– Sell
-2
Closed – – 425
2022
Q2 		$0 Buy
+2
New +$162 ﹤0.01% 1067

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's DOCU Position: Q3 2023 in Review

Steward Financial Group opened a new position in DocuSign (DOCU) in Q3 2023: 6 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DOCU as recently as Q2 2022.

Steward Financial Group first reported a position in DOCU in Q2 2022 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Steward Financial Group held 6 shares of DocuSign worth $0 as of Q3 2023.
  • DocuSign was a new Steward Financial Group position in Q3 2023.
  • DocuSign made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1377 holding.
  • Steward Financial Group first reported a position in DocuSign in Q2 2022 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.