Winslow Evans & Crocker’s DocuSign DOCU Stock Holding History

Winslow Evans & Crocker’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 Q4	$447K	Sell	2,010 -1,360	-40%	-$305K	0.08%	212
2020 Q3	$725K	Buy	3,370 +2,575	+324%	+$534K	0.18%	127
2020 Q2	$137K	Sell	795 -1	-0.1%	-$126	0.04%	309
2020 Q1	$76K	Buy	796 +400	+101%	+$32.2K	0.03%	367
2019 Q4	$32K	Buy	+396	New	+$27.2K	0.01%	584
2019 Q2	–	Sell	-1,000	Closed	-$52K	–	1193
2019 Q1	$52K	Hold	1,000	–	–	0.01%	480
2018 Q4	$42K	Hold	1,000	–	–	0.01%	489
2018 Q3	$54K	Hold	1,000	–	–	0.02%	469
2018 Q2	$54K	Buy	+1,000	New	+$50.5K	0.02%	477

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Winslow Evans & Crocker's DOCU Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its DocuSign (DOCU) stake by 40% in Q4 2020, selling an estimated $305K and leaving 2,010 shares worth $447K. The position accounts for 0.08% of the portfolio, ranked #212.

Winslow Evans & Crocker first reported a position in DOCU in Q2 2018 and has held it in 9 quarters since. The position peaked at $725K in Q3 2020. 963 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

Winslow Evans & Crocker held 2,010 shares of DocuSign worth $447K as of Q4 2020.
Winslow Evans & Crocker sold 1,360 DocuSign shares in Q4 2020, an estimated $305K.
DocuSign made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #212 holding.
Winslow Evans & Crocker first reported a position in DocuSign in Q2 2018 and has held it in 9 quarters since.
Winslow Evans & Crocker's DocuSign position peaked at $725K in Q3 2020.
963 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.