Summit X LLC’s DocuSign DOCU Stock Holding History

Summit X LLC’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
2020 Q2	$231K	Sell	1,338 -988	-42%	-$125K	0.09%	185
2020 Q1	$213K	Sell	2,326 -5,972	-72%	-$480K	0.1%	167
2019 Q4	$605K	Sell	8,298 -8,881	-52%	-$610K	0.22%	114
2019 Q3	$1.06M	Sell	17,179 -8,665	-34%	-$454K	0.43%	62
2019 Q2	$1.28M	Buy	25,844 +4,095	+19%	+$219K	0.52%	49
2019 Q1	$1.33M	Sell	21,749 -3,193	-13%	-$163K	0.57%	49
2018 Q4	$998K	Buy	24,942 +11,755	+89%	+$494K	0.58%	43
2018 Q3	$696K	Buy	13,187 +580	+5%	+$32.9K	0.34%	70
2018 Q2	$668K	Buy	+12,607	New	+$636K	0.37%	64

Other funds holding DOCU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit X LLC's DOCU Position: Q2 2020 in Review

Summit X LLC reduced its DocuSign (DOCU) stake by 42% in Q2 2020, selling an estimated $125K and leaving 1,338 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #185.

Summit X LLC first reported a position in DOCU in Q2 2018 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2019. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

Summit X LLC held 1,338 shares of DocuSign worth $231K as of Q2 2020.
Summit X LLC sold 988 DocuSign shares in Q2 2020, an estimated $125K.
DocuSign made up 0.09% of Summit X LLC's portfolio in Q2 2020, its #185 holding.
Summit X LLC first reported a position in DocuSign in Q2 2018 and has held it in 9 quarters since.
Summit X LLC's DocuSign position peaked at $1.33M in Q1 2019.
735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Summit X LLC's 13F filing for Q2 2020, filed 13 Aug 2020.