ZIG
DOCU

Zullo Investment Group’s DocuSign DOCU Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-106
Closed -$5.88K – 280
2022
Q4 		$5.88K Buy
106
+35
+49% +$1.7K ﹤0.01% 573
2022
Q3 		$4K Hold
71
– – ﹤0.01% 619
2022
Q2 		$4K Buy
71
+15
+27% +$1.21K ﹤0.01% 648
2022
Q1 		$6K Sell
56
-177
-76% -$20.3K ﹤0.01% 614
2021
Q4 		$35K Buy
+233
New +$53.1K 0.02% 347

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.89T AUM 35.08% 1-Year Est. Return

Zullo Investment Group's DOCU Position: Q1 2023 in Review

Zullo Investment Group sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 106 shares — an estimated $5.88K sold.

Zullo Investment Group first reported a position in DOCU in Q4 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Zullo Investment Group reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 106 DocuSign shares in Q1 2023, an estimated $5.88K.
  • Zullo Investment Group first reported a position in DocuSign in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's DocuSign position peaked at $35K in Q4 2021.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.