SXL
DOCU

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
2018
Q4 		– Sell
-1,500
Closed -$4K – 211
2018
Q3 		$4K Buy
+1,500
New +$85.1K ﹤0.01% 225

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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.