Welch & Forbes’s DocuSign DOCU Stock Holding History

Welch & Forbes’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
2021 Q4	–	Sell	-895	Closed	-$231K	–	391
2021 Q3	$231K	Buy	895 +45	+5%	+$13K	﹤0.01%	371
2021 Q2	$238K	Buy	+850	New	+$190K	﹤0.01%	373

Other funds holding DOCU

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Welch & Forbes's DOCU Position: Q4 2021 in Review

Welch & Forbes sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 895 shares — an estimated $231K sold.

Welch & Forbes first reported a position in DOCU in Q2 2021 and held it in 2 quarters. The position peaked at $238K in Q2 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Welch & Forbes reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Welch & Forbes sold 895 DocuSign shares in Q4 2021, an estimated $231K.
Welch & Forbes first reported a position in DocuSign in Q2 2021 and held it in 2 quarters.
Welch & Forbes's DocuSign position peaked at $238K in Q2 2021.
1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.