SMDAM
Sumitomo Mitsui DS Asset Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
35,175
-10,198
| -22% | -$794K | 0.02% | 431 |
|
|
2025
Q1 | $3.69M | Buy |
45,373
+2,667
| +6% | +$217K | 0.04% | 354 |
|
|
2024
Q4 | $3.84M | Buy |
42,706
+1,270
| +3% | +$114K | 0.04% | 336 |
|
|
2024
Q3 | $2.57M | Buy |
41,436
+1,341
| +3% | +$83.3K | 0.03% | 420 |
|
|
2024
Q2 | $2.15M | Buy |
40,095
+22,368
| +126% | +$1.2M | 0.03% | 429 |
|
|
2024
Q1 | $1.06M | Hold |
17,727
| – | – | 0.01% | 588 |
|
|
2023
Q4 | $1.05M | Hold |
17,727
| – | – | 0.01% | 599 |
|
|
2023
Q3 | $745K | Buy |
17,727
+5,088
| +40% | +$214K | 0.01% | 617 |
|
|
2023
Q2 | $646K | Hold |
12,639
| – | – | 0.01% | 644 |
|
|
2023
Q1 | $737K | Hold |
12,639
| – | – | 0.01% | 608 |
|
|
2022
Q4 | $700K | Hold |
12,639
| – | – | 0.01% | 595 |
|
|
2022
Q3 | $676K | Buy |
12,639
+127
| +1% | +$6.79K | 0.02% | 576 |
|
|
2022
Q2 | $718K | Buy |
12,512
+1,953
| +18% | +$112K | 0.02% | 556 |
|
|
2022
Q1 | $1.13M | Sell |
10,559
-120
| -1% | -$12.9K | 0.02% | 489 |
|
|
2021
Q4 | $1.63M | Sell |
10,679
-9,223
| -46% | -$1.4M | 0.03% | 414 |
|
|
2021
Q3 | $5.12M | Sell |
19,902
-4,951
| -20% | -$1.27M | 0.12% | 155 |
|
|
2021
Q2 | $6.95M | Sell |
24,853
-530
| -2% | -$148K | 0.17% | 125 |
|
|
2021
Q1 | $5.14M | Buy |
25,383
+5,981
| +31% | +$1.21M | 0.13% | 149 |
|
|
2020
Q4 | $4.31M | Buy |
19,402
+8,042
| +71% | +$1.79M | 0.12% | 164 |
|
|
2020
Q3 | $2.45M | Buy |
11,360
+1,821
| +19% | +$392K | 0.08% | 208 |
|
|
2020
Q2 | $1.64M | Buy |
9,539
+3,760
| +65% | +$647K | 0.06% | 276 |
|
|
2020
Q1 | $533K | Buy |
5,779
+44
| +0.8% | +$4.06K | 0.02% | 487 |
|
|
2019
Q4 | $425K | Buy |
5,735
+27
| +0.5% | +$2K | 0.01% | 624 |
|
|
2019
Q3 | $353K | Hold |
5,708
| – | – | 0.01% | 620 |
|
|
2019
Q2 | $283K | Sell |
5,708
-71,930
| -93% | -$3.57M | 0.01% | 666 |
|
|
2019
Q1 | $4.02M | Buy |
77,638
+28,183
| +57% | +$1.46M | 0.07% | 226 |
|
|
2018
Q4 | $1.98M | Sell |
49,455
-210,543
| -81% | -$8.44M | 0.04% | 322 |
|
|
2018
Q3 | $13.7M | Buy |
259,998
+176,048
| +210% | +$9.25M | 0.21% | 104 |
|
|
2018
Q2 | $4.45M | Buy |
+83,950
| New | +$4.45M | 0.07% | 206 |
|