JIC
DOCU

Joel Isaacson & Co’s DocuSign DOCU Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-1,825
Closed -$278K – 315
2021
Q4 		$278K Hold
1,825
– – 0.02% 265
2021
Q3 		$470K Hold
1,825
– – 0.04% 188
2021
Q2 		$510K Sell
1,825
-600
-25% -$134K 0.04% 176
2021
Q1 		$491K Sell
2,425
-275
-10% -$63.8K 0.04% 157
2020
Q4 		$600K Buy
2,700
+100
+4% +$22.5K 0.06% 128
2020
Q3 		$560K Hold
2,600
– – 0.07% 116
2020
Q2 		$448K Hold
2,600
– – 0.06% 124
2020
Q1 		$240K Buy
+2,600
New +$209K 0.04% 158

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return