JMF
DOCU

Johnson Midwest Financial’s DocuSign DOCU Stock Holding History

Johnson Midwest Financial’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 		$2.56K Hold
61
– – 0.01% 305
2023
Q2 		$3.12K Hold
61
– – ﹤0.01% 293
2023
Q1 		$3.56K Hold
61
– – 0.01% 295
2022
Q4 		$3K Buy
61
+56
+1,120% +$2.73K 0.01% 298
2022
Q3 		$0 Hold
5
– – ﹤0.01% 331
2022
Q2 		$0 Hold
5
– – ﹤0.01% 304
2022
Q1 		$1K Hold
5
– – ﹤0.01% 265
2021
Q4 		$1K Hold
5
– – ﹤0.01% 281
2021
Q3 		$1K Buy
+5
New +$1.44K ﹤0.01% 294

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
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

Johnson Midwest Financial's DOCU Position: Q3 2023 in Review

Johnson Midwest Financial held its DocuSign (DOCU) position steady in Q3 2023 at 61 shares worth $2.56K. The position accounts for 0.01% of the portfolio, ranked #305.

Johnson Midwest Financial first reported a position in DOCU in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.56K in Q1 2023. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Johnson Midwest Financial held 61 shares of DocuSign worth $2.56K as of Q3 2023.
  • Johnson Midwest Financial left its DocuSign share count unchanged in Q3 2023.
  • DocuSign made up 0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #305 holding.
  • Johnson Midwest Financial first reported a position in DocuSign in Q3 2021 and has held it in 9 quarters since.
  • Johnson Midwest Financial's DocuSign position peaked at $3.56K in Q1 2023.
  • 662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.