SBSB
DOCU

Sullivan, Bruyette, Speros & Blaney’s DocuSign DOCU Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$138K Sell
684
-122
-15% -$28.3K 0.01% 367
2020
Q4 		$179K Buy
806
+250
+45% +$56.2K 0.01% 303
2020
Q3 		$120K Buy
+556
New +$115K 0.01% 320

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's DOCU Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its DocuSign (DOCU) stake by 15% in Q1 2021, selling an estimated $28.3K and leaving 684 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #367.

Sullivan, Bruyette, Speros & Blaney first reported a position in DOCU in Q3 2020 and has held it in 3 quarters since. The position peaked at $179K in Q4 2020. 969 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 684 shares of DocuSign worth $138K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 122 DocuSign shares in Q1 2021, an estimated $28.3K.
  • DocuSign made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #367 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in DocuSign in Q3 2020 and has held it in 3 quarters since.
  • Sullivan, Bruyette, Speros & Blaney's DocuSign position peaked at $179K in Q4 2020.
  • 969 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.