CLOS
DOCU

Compagnie Lombard Odier SCmA’s DocuSign DOCU Stock Holding History

Compagnie Lombard Odier SCmA’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
2023
Q3 		– Sell
-1,800
Closed -$92K – 605
2023
Q2 		$92K Buy
+1,800
New +$95.3K ﹤0.01% 355
2022
Q4 		– Hold
0
– – – 683
2022
Q3 		– Sell
-250
Closed -$15.7K – 658
2022
Q2 		$14K Hold
250
– – ﹤0.01% 531
2022
Q1 		$27K Hold
250
– – ﹤0.01% 499
2021
Q4 		$38K Hold
250
– – ﹤0.01% 528
2021
Q3 		$64K Buy
+250
New +$72K ﹤0.01% 478
2021
Q2 		– Hold
0
– – – 654
2021
Q1 		– Hold
0
– – – 667
2020
Q4 		– Hold
0
– – – 581
2020
Q3 		– Sell
-2,770
Closed -$477K – 543
2020
Q2 		$477K Buy
+2,770
New +$349K 0.02% 193
2020
Q1 		– Sell
-1,400
Closed -$113K – 533
2019
Q4 		$104K Buy
+1,400
New +$96.2K ﹤0.01% 308

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
State Street
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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return