EDRH
DOCU

Edmond de Rothschild Holding’s DocuSign DOCU Stock Holding History

Edmond de Rothschild Holding’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 – 795
2022
Q3 		$16K Hold
300
– – ﹤0.01% 752
2022
Q2 		$17K Sell
300
-9,000
-97% -$729K ﹤0.01% 737
2022
Q1 		$996K Sell
9,300
-2,278
-20% -$261K 0.02% 333
2021
Q4 		$1.76M Buy
11,578
+6,141
+113% +$1.4M 0.04% 312
2021
Q3 		$1.4M Sell
5,437
-53
-1% -$15.3K 0.03% 328
2021
Q2 		$1.53M Sell
5,490
-4,600
-46% -$1.03M 0.04% 316
2021
Q1 		$2.04M Buy
10,090
+9,306
+1,187% +$2.16M 0.06% 242
2020
Q4 		$174K Sell
784
-1,216
-61% -$273K 0.01% 458
2020
Q3 		$430K Buy
+2,000
New +$415K 0.02% 328

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