Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-35,000
Closed -$1.87M – 532
2024
Q2
$1.87M Buy
+35,000
New +$1.97M 0.05% 201
2024
Q1
– Sell
-35,000
Closed -$2.08M – 546
2023
Q4
$2.08M Buy
+35,000
New +$1.61M 0.07% 166
2019
Q3
– Sell
-20,000
Closed -$994K – 327
2019
Q2
$994K Sell
20,000
-2,500
-11% -$133K 0.02% 175
2019
Q1
$1.17M Sell
22,500
-31,903
-59% -$1.63M 0.03% 175
2018
Q4
$2.18M Sell
54,403
-70,597
-56% -$2.97M 0.08% 128
2018
Q3
$6.57M Buy
+125,000
New +$7.09M 0.15% 87

Other funds holding DOCU

UBS O'Connor's DOCU Position: Q3 2024 in Review

UBS O'Connor sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 35,000 shares — an estimated $1.87M sold.

UBS O'Connor first reported a position in DOCU in Q3 2018 and held it in 6 quarters. The position peaked at $6.57M in Q3 2018. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • UBS O'Connor reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • UBS O'Connor sold 35,000 DocuSign shares in Q3 2024, an estimated $1.87M.
  • UBS O'Connor first reported a position in DocuSign in Q3 2018 and held it in 6 quarters.
  • UBS O'Connor's DocuSign position peaked at $6.57M in Q3 2018.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on UBS O'Connor's 13F filing for Q3 2024, filed 14 Nov 2024.