BEW
DOCU

Burton Enright Welch’s DocuSign DOCU Stock Holding History

Burton Enright Welch’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
2026
Q1 		– Sell
-3,519
Closed -$241K – 136
2025
Q4 		$241K Sell
3,519
-7
-0.2% -$484 0.03% 119
2025
Q3 		$254K Buy
3,526
+19
+0.5% +$1.46K 0.04% 115
2025
Q2 		$273K Buy
3,507
+6
+0.2% +$485 0.05% 107
2025
Q1 		$285K Buy
3,501
+1
+0% +$88 0.06% 88
2024
Q4 		$315K Buy
3,500
+1
+0% +$80 0.07% 80
2024
Q3 		$217K Buy
+3,499
New +$196K 0.05% 90
2024
Q2 		– Sell
-3,499
Closed -$208K – 95
2024
Q1 		$208K Hold
3,499
– – 0.05% 85
2023
Q4 		$208K Buy
+3,499
New +$160K 0.06% 78
2023
Q2 		– Sell
-3,499
Closed -$204K – 74
2023
Q1 		$204K Buy
+3,499
New +$209K 0.08% 65
2022
Q4 		– Sell
-3,760
Closed -$201K – 64
2022
Q3 		$201K Buy
3,760
+51
+1% +$3.2K 0.1% 59
2022
Q2 		$213K Sell
3,709
-1
-0% -$81 0.13% 58
2022
Q1 		$397K Buy
3,710
+1
+0% +$115 0.22% 43
2021
Q4 		$565K Buy
+3,709
New +$846K 0.38% 34

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return