BFS
DOCU

Bradley Foster & Sargent’s DocuSign DOCU Stock Holding History

Bradley Foster & Sargent’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
2022
Q1 		– Sell
-1,560
Closed -$238K – 474
2021
Q4 		$238K Buy
1,560
+335
+27% +$76.4K ﹤0.01% 416
2021
Q3 		$315K Sell
1,225
-70
-5% -$20.2K 0.01% 360
2021
Q2 		$362K Sell
1,295
-491
-27% -$110K 0.01% 343
2021
Q1 		$362K Sell
1,786
-175
-9% -$40.6K 0.01% 319
2020
Q4 		$436K Sell
1,961
-150
-7% -$33.7K 0.01% 298
2020
Q3 		$454K Buy
+2,111
New +$438K 0.01% 262
2020
Q1 		$226K Buy
+2,450
New +$197K 0.01% 303
2019
Q2 		– Sell
-6,325
Closed -$328K – 347
2019
Q1 		$328K Buy
6,325
+100
+2% +$5.1K 0.01% 295
2018
Q4 		$249K Sell
6,225
-24,715
-80% -$1.04M 0.01% 313
2018
Q3 		$1.63M Buy
+30,940
New +$1.75M 0.06% 188

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return