True North Advisors’s DocuSign DOCU Stock Holding History

True North Advisors’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 Q1	–	Sell	-1,416	Closed	-$215K	–	206
2021 Q4	$215K	Buy	+1,416	New	+$323K	0.04%	228
2020 Q3	–	Sell	-6,315	Closed	-$1.09M	–	190
2020 Q2	$1.09M	Buy	6,315 +15	+0.2%	+$1.89K	0.26%	75
2020 Q1	$582K	Buy	+6,300	New	+$507K	0.2%	64

Other funds holding DOCU

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

True North Advisors's DOCU Position: Q1 2022 in Review

True North Advisors sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,416 shares — an estimated $215K sold.

True North Advisors first reported a position in DOCU in Q1 2020 and held it in 3 quarters. The position peaked at $1.09M in Q2 2020. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

True North Advisors reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
True North Advisors sold 1,416 DocuSign shares in Q1 2022, an estimated $215K.
True North Advisors first reported a position in DocuSign in Q1 2020 and held it in 3 quarters.
True North Advisors's DocuSign position peaked at $1.09M in Q2 2020.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on True North Advisors's 13F filing for Q1 2022, filed 12 May 2022.