Number of Shares
425,508.00
Current Holdings Value*
$34.79 Mil
% of Portfolio
2.97%
Total Estimate Gain
$11.74 Mil
% of Total Estimate Gain
41.55%

Disciplined U.S. Growth Equity Portfolio's Docusign Inc Holding Summary

As of 2025-04-30, Disciplined U.S. Growth Equity Portfolio held 425,508.00 shares of Docusign Inc(DOCU), totaling $34.79 Mil. This investment constitutes 2.97% of their stock portfolio, and Disciplined U.S. Growth Equity Portfolio now holds 0.21% of the outstanding Docusign Inc(DOCU) stock.

The initial trade took place in 2023Q3. And since then Disciplined U.S. Growth Equity Portfolio has made 3 purchases of DOCU, at an average price of $52.83, for a total of 534,977.00 shares. In addition, there have been 4 sales at an average price of $56.91 for 109,469.00 shares. Based on historical transaction data and DOCU's current price of $79.37, Disciplined U.S. Growth Equity Portfolio's estimated gain on his DOCU holdings is $11.74 Mil, reflecting a 41.55% gain to date.

Disciplined U.S. Growth Equity Portfolio DOCU ($79.37) Holding Chart

Disciplined U.S. Growth Equity Portfolio DOCU ($79.37) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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