WIM
DOCU

Waycross Investment Management’s DocuSign DOCU Stock Holding History

Waycross 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
2023
Q3 		– Sell
-10,627
Closed -$543K – 50
2023
Q2 		$543K Sell
10,627
-464
-4% -$24.6K 0.57% 38
2023
Q1 		$647K Sell
11,091
-141
-1% -$8.41K 0.65% 38
2022
Q4 		$622K Buy
+11,232
New +$547K 0.63% 41

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waycross Investment Management's DOCU Position: Q3 2023 in Review

Waycross Investment Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 10,627 shares — an estimated $543K sold.

Waycross Investment Management first reported a position in DOCU in Q4 2022 and held it in 3 quarters. The position peaked at $647K in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Waycross Investment Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Waycross Investment Management sold 10,627 DocuSign shares in Q3 2023, an estimated $543K.
  • Waycross Investment Management first reported a position in DocuSign in Q4 2022 and held it in 3 quarters.
  • Waycross Investment Management's DocuSign position peaked at $647K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Waycross Investment Management's 13F filing for Q3 2023, filed 30 Oct 2023.