UIM
DOCU

Underhill Investment Management’s DocuSign DOCU Stock Holding History

Underhill Investment Management’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
2019
Q1 		$8.63M Buy
166,390
+39,950
+32% +$2.04M 4.56% 11
2018
Q4 		$5.07M Buy
+126,440
New +$5.31M 3.24% 12

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Underhill Investment Management's DOCU Position: Q1 2019 in Review

Underhill Investment Management increased its DocuSign (DOCU) stake by 32% in Q1 2019, buying an estimated $2.04M and bringing the position to 166,390 shares worth $8.63M. The position accounts for 4.56% of the portfolio, ranked #11.

Underhill Investment Management first reported a position in DOCU in Q4 2018 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold DOCU as of Q1 2019.

  • Underhill Investment Management held 166,390 shares of DocuSign worth $8.63M as of Q1 2019.
  • Underhill Investment Management bought 39,950 DocuSign shares in Q1 2019, an estimated $2.04M.
  • DocuSign made up 4.56% of Underhill Investment Management's portfolio in Q1 2019, its #11 holding.
  • Underhill Investment Management first reported a position in DocuSign in Q4 2018 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held DocuSign as of Q1 2019.

Based on Underhill Investment Management's 13F filing for Q1 2019, filed 5 Apr 2019.