Clean Yield Group’s DocuSign DOCU Stock Holding History

Clean Yield Group’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 Q4	–	Sell	-300	Closed	-$16K	–	480
2022 Q3	$16K	Hold	300	–	–	0.01%	297
2022 Q2	$17K	Hold	300	–	–	0.01%	301
2022 Q1	$32K	Hold	300	–	–	0.01%	279
2021 Q4	$46K	Hold	300	–	–	0.02%	268
2021 Q3	$77K	Hold	300	–	–	0.03%	231
2021 Q2	$84K	Buy	+300	New	+$67.1K	0.03%	218
2021 Q1	–	Sell	-300	Closed	-$67K	–	209
2020 Q4	$67K	Hold	300	–	–	0.03%	225
2020 Q3	$65K	Hold	300	–	–	0.03%	203
2020 Q2	$52K	Sell	300 -150	-33%	-$18.9K	0.03%	215
2020 Q1	$42K	Hold	450	–	–	0.02%	217
2019 Q4	$33K	Hold	450	–	–	0.01%	251
2019 Q3	$28K	Hold	450	–	–	0.01%	248
2019 Q2	$22K	Sell	450 -150	-25%	-$8.01K	0.01%	254
2019 Q1	$31K	Buy	+600	New	+$30.6K	0.01%	218

Other funds holding DOCU

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return