AT
DOCU

Arden Trust’s DocuSign DOCU Stock Holding History

Arden Trust’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
Q2 		– Sell
-5,601
Closed -$327K – 264
2023
Q1 		$327K Buy
5,601
+1,248
+29% +$74.4K 0.06% 237
2022
Q4 		$241K Sell
4,353
-2,483
-36% -$121K 0.05% 239
2022
Q3 		$365K Sell
6,836
-80
-1% -$5.01K 0.09% 200
2022
Q2 		$396K Sell
6,916
-41
-0.6% -$3.32K 0.09% 193
2022
Q1 		$745K Buy
6,957
+1,209
+21% +$139K 0.15% 133
2021
Q4 		$876K Buy
5,748
+1,429
+33% +$326K 0.15% 142
2021
Q3 		$1.11M Buy
4,319
+1,225
+40% +$353K 0.19% 114
2021
Q2 		$865K Buy
3,094
+599
+24% +$134K 0.14% 152
2021
Q1 		$505K Buy
+2,495
New +$579K 0.09% 206
2020
Q2 		– Sell
-11
Closed -$1K – 435
2020
Q1 		$1K Buy
+11
New +$885 ﹤0.01% 718

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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