SIM
DOCU

Studio Investment Management’s DocuSign DOCU Stock Holding History

Studio Investment 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
Q3 		– Sell
-35
Closed -$1.79K – 237
2023
Q2 		$1.79K Hold
35
– – ﹤0.01% 212
2023
Q1 		$2.04K Buy
+35
New +$2.09K ﹤0.01% 215

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Studio Investment Management's DOCU Position: Q3 2023 in Review

Studio Investment Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 35 shares — an estimated $1.79K sold.

Studio Investment Management first reported a position in DOCU in Q1 2023 and held it in 2 quarters. The position peaked at $2.04K in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Studio Investment Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Studio Investment Management sold 35 DocuSign shares in Q3 2023, an estimated $1.79K.
  • Studio Investment Management first reported a position in DocuSign in Q1 2023 and held it in 2 quarters.
  • Studio Investment Management's DocuSign position peaked at $2.04K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Studio Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.