UBS AM’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263M | Buy |
3,379,939
+1,351,434
| +67% | +$105M | 0.05% | 333 |
|
|
2025
Q1 | $165M | Buy |
2,028,505
+318,698
| +19% | +$25.9M | 0.04% | 417 |
|
|
2024
Q4 | $154M | Buy |
1,709,807
+50,440
| +3% | +$4.54M | 0.04% | 425 |
|
|
2024
Q3 | $103M | Buy |
1,659,367
+208,813
| +14% | +$13M | 0.03% | 517 |
|
|
2024
Q2 | $77.6M | Buy |
1,450,554
+308,358
| +27% | +$16.5M | 0.02% | 514 |
|
|
2024
Q1 | $68M | Sell |
1,142,196
-128,429
| -10% | -$7.65M | 0.02% | 530 |
|
|
2023
Q4 | $75.5M | Buy |
1,270,625
+32,976
| +3% | +$1.96M | 0.03% | 494 |
|
|
2023
Q3 | $52M | Buy |
1,237,649
+359,067
| +41% | +$15.1M | 0.02% | 553 |
|
|
2023
Q2 | $51.2M | Hold |
878,582
| – | – | 0.02% | 549 |
|
|
2023
Q1 | $51.2M | Sell |
878,582
-111,360
| -11% | -$6.49M | 0.02% | 549 |
|
|
2022
Q4 | $54.9M | Sell |
989,942
-437,995
| -31% | -$24.3M | 0.03% | 514 |
|
|
2022
Q3 | $76.4M | Buy |
1,427,937
+402,661
| +39% | +$21.5M | 0.04% | 442 |
|
|
2022
Q2 | $58.8M | Buy |
1,025,276
+145,026
| +16% | +$8.32M | 0.03% | 512 |
|
|
2022
Q1 | $94.3M | Sell |
880,250
-169,568
| -16% | -$18.2M | 0.04% | 452 |
|
|
2021
Q4 | $160M | Buy |
1,049,818
+214,815
| +26% | +$32.7M | 0.06% | 323 |
|
|
2021
Q3 | $215M | Buy |
835,003
+29,718
| +4% | +$7.65M | 0.09% | 235 |
|
|
2021
Q2 | $225M | Buy |
805,285
+100,897
| +14% | +$28.2M | 0.1% | 223 |
|
|
2021
Q1 | $143M | Buy |
704,388
+34,936
| +5% | +$7.07M | 0.06% | 324 |
|
|
2020
Q4 | $149M | Buy |
669,452
+13,401
| +2% | +$2.98M | 0.07% | 294 |
|
|
2020
Q3 | $141M | Buy |
656,051
+28,370
| +5% | +$6.11M | 0.08% | 252 |
|
|
2020
Q2 | $108M | Buy |
627,681
+230,021
| +58% | +$39.6M | 0.07% | 285 |
|
|
2020
Q1 | $36.7M | Buy |
397,660
+63,387
| +19% | +$5.86M | 0.03% | 540 |
|
|
2019
Q4 | $24.8M | Sell |
334,273
-61,531
| -16% | -$4.56M | 0.02% | 716 |
|
|
2019
Q3 | $24.5M | Buy |
395,804
+68,367
| +21% | +$4.23M | 0.02% | 712 |
|
|
2019
Q2 | $16.3M | Buy |
327,437
+307,226
| +1,520% | +$15.3M | 0.01% | 818 |
|
|
2019
Q1 | $1.05M | Buy |
20,211
+6,416
| +47% | +$333K | ﹤0.01% | 1804 |
|
|
2018
Q4 | $553K | Buy |
+13,795
| New | +$553K | ﹤0.01% | 1946 |
|
|
2018
Q3 | – | Sell |
-47,389
| Closed | -$2.51M | – | 2779 |
|
|
2018
Q2 | $2.51M | Buy |
+47,389
| New | +$2.51M | ﹤0.01% | 1404 |
|