Unio Capital’s DocuSign DOCU Stock Holding History

Unio Capital’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
2023 Q3	–	Sell	-5,210	Closed	-$266K	–	43
2023 Q2	$266K	Hold	5,210	–	–	0.14%	38
2023 Q1	$304K	Hold	5,210	–	–	0.16%	36
2022 Q4	$289K	Buy	+5,210	New	+$254K	0.16%	38
2022 Q1	–	Sell	-1,360	Closed	-$207K	–	61
2021 Q4	$207K	Buy	+1,360	New	+$310K	1.01%	27
2020 Q4	–	Sell	-2,060	Closed	-$443K	–	57
2020 Q3	$443K	Buy	+2,060	New	+$428K	0.24%	40

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

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

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Unio Capital's DOCU Position: Q3 2023 in Review

Unio Capital sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 5,210 shares — an estimated $266K sold.

Unio Capital first reported a position in DOCU in Q3 2020 and held it in 5 quarters. The position peaked at $443K in Q3 2020. 664 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Unio Capital reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Unio Capital sold 5,210 DocuSign shares in Q3 2023, an estimated $266K.
Unio Capital first reported a position in DocuSign in Q3 2020 and held it in 5 quarters.
Unio Capital's DocuSign position peaked at $443K in Q3 2020.
664 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Unio Capital's 13F filing for Q3 2023, filed 14 Nov 2023.