BDF
DOCU

Balasa Dinverno & Foltz’s DocuSign DOCU Stock Holding History

Balasa Dinverno & Foltz’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
-1,259
Closed -$324K – 346
2021
Q3 		$324K Sell
1,259
-19
-1% -$5.47K 0.02% 246
2021
Q2 		$357K Sell
1,278
-1,450
-53% -$324K 0.03% 238
2021
Q1 		$552K Sell
2,728
-577
-17% -$134K 0.04% 171
2020
Q4 		$735K Sell
3,305
-850
-20% -$191K 0.06% 132
2020
Q3 		$894K Buy
4,155
+2,907
+233% +$603K 0.08% 103
2020
Q2 		$215K Buy
+1,248
New +$157K 0.02% 216

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return