Telemus Capital’s DocuSign DOCU Stock Holding History

Telemus Capital’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
2021 Q3	–	Sell	-787	Closed	-$220K	–	359
2021 Q2	$220K	Buy	+787	New	+$176K	0.02%	324
2020 Q4	–	Sell	-3,210	Closed	-$753K	–	396
2020 Q3	$753K	Buy	3,210 +1,050	+49%	+$218K	0.06%	237
2020 Q2	$454K	Buy	+2,160	New	+$272K	0.04%	290

Other funds holding DOCU

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Telemus Capital's DOCU Position: Q3 2021 in Review

Telemus Capital sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 787 shares — an estimated $220K sold.

Telemus Capital first reported a position in DOCU in Q2 2020 and held it in 3 quarters. The position peaked at $753K in Q3 2020. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Telemus Capital reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
Telemus Capital sold 787 DocuSign shares in Q3 2021, an estimated $220K.
Telemus Capital first reported a position in DocuSign in Q2 2020 and held it in 3 quarters.
Telemus Capital's DocuSign position peaked at $753K in Q3 2020.
1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Telemus Capital's 13F filing for Q3 2021, filed 27 Oct 2021.