TSS
DOCU

Thomas Story & Son’s DocuSign DOCU Stock Holding History

Thomas Story & Son’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
Q2 		– Sell
-14,297
Closed -$1.53M – 56
2022
Q1 		$1.53M Sell
14,297
-8,677
-38% -$996K 0.61% 34
2021
Q4 		$3.5M Buy
22,974
+13,761
+149% +$3.14M 1.36% 26
2021
Q3 		$2.37M Buy
9,213
+16
+0.2% +$4.61K 0.97% 29
2021
Q2 		$2.57M Sell
9,197
-203
-2% -$45.4K 0.96% 31
2021
Q1 		$1.9M Hold
9,400
– – 0.72% 34
2020
Q4 		$2.09M Hold
9,400
– – 0.85% 32
2020
Q3 		$2.02M Buy
+9,400
New +$1.95M 0.9% 30

Other funds holding DOCU

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Thomas Story & Son's DOCU Position: Q2 2022 in Review

Thomas Story & Son sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 14,297 shares — an estimated $1.53M sold.

Thomas Story & Son first reported a position in DOCU in Q3 2020 and held it in 7 quarters. The position peaked at $3.5M in Q4 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Thomas Story & Son reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Thomas Story & Son sold 14,297 DocuSign shares in Q2 2022, an estimated $1.53M.
  • Thomas Story & Son first reported a position in DocuSign in Q3 2020 and held it in 7 quarters.
  • Thomas Story & Son's DocuSign position peaked at $3.5M in Q4 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Thomas Story & Son's 13F filing for Q2 2022, filed 11 Aug 2022.