Voit & Company’s DocuSign DOCU Stock Holding History

Voit & Company’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
2020 Q3	$440K	Sell	2,045 -1,785	-47%	-$371K	0.43%	44
2020 Q2	$660K	Sell	3,830 -2,225	-37%	-$280K	0.7%	37
2020 Q1	$559K	Buy	6,055 +1,750	+41%	+$141K	0.58%	43
2019 Q4	$319K	Sell	4,305 -30	-0.7%	-$2.06K	0.28%	52
2019 Q3	$268K	Buy	+4,335	New	+$227K	0.27%	51
2019 Q2	–	Sell	-4,745	Closed	-$246K	–	77
2019 Q1	$246K	Sell	4,745 -5,600	-54%	-$286K	0.26%	56
2018 Q4	$415K	Buy	+10,345	New	+$435K	0.52%	39

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Voit & Company's DOCU Position: Q3 2020 in Review

Voit & Company reduced its DocuSign (DOCU) stake by 47% in Q3 2020, selling an estimated $371K and leaving 2,045 shares worth $440K. The position accounts for 0.43% of the portfolio, ranked #44.

Voit & Company first reported a position in DOCU in Q4 2018 and has held it in 7 quarters since. The position peaked at $660K in Q2 2020. 850 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

Voit & Company held 2,045 shares of DocuSign worth $440K as of Q3 2020.
Voit & Company sold 1,785 DocuSign shares in Q3 2020, an estimated $371K.
DocuSign made up 0.43% of Voit & Company's portfolio in Q3 2020, its #44 holding.
Voit & Company first reported a position in DocuSign in Q4 2018 and has held it in 7 quarters since.
Voit & Company's DocuSign position peaked at $660K in Q2 2020.
850 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.