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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Summit X LLC's DOCU Position: Q4 2020 in Review

Summit X LLC sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 163 shares — an estimated $1.29K sold.

Summit X LLC first reported a position in DOCU in Q2 2018 and held it in 10 quarters. The position peaked at $1.33M in Q1 2019. 963 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

Summit X LLC reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 163 DocuSign shares in Q4 2020, an estimated $1.29K.
Summit X LLC first reported a position in DocuSign in Q2 2018 and held it in 10 quarters.
Summit X LLC's DocuSign position peaked at $1.33M in Q1 2019.
963 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.