Surevest’s DocuSign DOCU Stock Holding History

Surevest’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
2022 Q3	$757K	Buy	14,166 +3,154	+29%	+$198K	0.21%	102
2022 Q2	$632K	Buy	11,012 +4,885	+80%	+$395K	0.17%	108
2022 Q1	$656K	Buy	+6,127	New	+$703K	0.16%	107

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Surevest's DOCU Position: Q3 2022 in Review

Surevest increased its DocuSign (DOCU) stake by 29% in Q3 2022, buying an estimated $198K and bringing the position to 14,166 shares worth $757K. The position accounts for 0.21% of the portfolio, ranked #102.

Surevest first reported a position in DOCU in Q1 2022 and has held it in 3 quarters since. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Surevest held 14,166 shares of DocuSign worth $757K as of Q3 2022.
Surevest bought 3,154 DocuSign shares in Q3 2022, an estimated $198K.
DocuSign made up 0.21% of Surevest's portfolio in Q3 2022, its #102 holding.
Surevest first reported a position in DocuSign in Q1 2022 and has held it in 3 quarters since.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.