IAIM
DOCU

Industrial Alliance Investment Management’s DocuSign DOCU Stock Holding History

Industrial Alliance Investment Management’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
-12,463
Closed -$666K – 446
2022
Q3 		$666K Buy
12,463
+471
+4% +$29.5K 0.02% 273
2022
Q2 		$688K Buy
11,992
+596
+5% +$48.3K 0.02% 276
2022
Q1 		$1.22M Buy
11,396
+1,181
+12% +$136K 0.03% 268
2021
Q4 		$1.56M Buy
+10,215
New +$2.33M 0.04% 250

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Industrial Alliance Investment Management's DOCU Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 12,463 shares — an estimated $666K sold.

Industrial Alliance Investment Management first reported a position in DOCU in Q4 2021 and held it in 4 quarters. The position peaked at $1.56M in Q4 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 12,463 DocuSign shares in Q4 2022, an estimated $666K.
  • Industrial Alliance Investment Management first reported a position in DocuSign in Q4 2021 and held it in 4 quarters.
  • Industrial Alliance Investment Management's DocuSign position peaked at $1.56M in Q4 2021.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.