CI Investments Inc

CI Investments Inc’s DocuSign DOCU Stock Holding History

CI Investments Inc’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
2025 Q4	–	Sell	-1,161	Closed	-$84K	–	813
2025 Q3	$84K	Buy	1,161 +89	+8%	+$6.86K	﹤0.01%	914
2025 Q2	$83K	Sell	1,072 -45	-4%	-$3.64K	﹤0.01%	946
2025 Q1	$91K	Sell	1,117 -185	-14%	-$16.2K	﹤0.01%	942
2024 Q4	$117K	Buy	1,302 +327	+34%	+$26.1K	﹤0.01%	894
2024 Q3	$61K	Buy	975 +82	+9%	+$4.6K	﹤0.01%	976
2024 Q2	$48K	Buy	893 +496	+125%	+$28K	﹤0.01%	982
2024 Q1	$24K	Buy	397 +89	+29%	+$5.03K	﹤0.01%	1089
2023 Q4	$18K	Buy	308 +1	+0.3%	+$46	﹤0.01%	1080
2023 Q3	$13K	Buy	307 +25	+9%	+$1.23K	﹤0.01%	1140
2023 Q2	$14K	Sell	282 -241	-46%	-$12.8K	﹤0.01%	1114
2023 Q1	$30K	Sell	523 -33	-6%	-$1.97K	﹤0.01%	1007
2022 Q4	$31K	Buy	556 +298	+116%	+$14.5K	﹤0.01%	1022
2022 Q3	$14K	Buy	258 +234	+975%	+$14.7K	﹤0.01%	1089
2022 Q2	$1K	Buy	24 +1	+4%	+$81	﹤0.01%	1193
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	1212
2021 Q4	$4K	Sell	23 -2,263	-99%	-$516K	﹤0.01%	1131
2021 Q3	$588K	Buy	+2,286	New	+$659K	﹤0.01%	566

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return