LSAG
DOCU

Lake Street Advisors Group’s DocuSign DOCU Stock Holding History

Lake Street Advisors Group’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
-27,811
Closed -$4.24M – 313
2021
Q4 		$4.24M Buy
+27,811
New +$6.34M 0.27% 59
2021
Q2 		– Sell
-27,957
Closed -$5.66M – 333
2021
Q1 		$5.66M Sell
27,957
-4
-0% -$928 0.46% 37
2020
Q4 		$6.22M Buy
27,961
+18,790
+205% +$4.22M 0.51% 37
2020
Q3 		$1.97M Buy
9,171
+1,104
+14% +$229K 0.19% 55
2020
Q2 		$1.39M Buy
8,067
+224
+3% +$28.2K 0.14% 67
2020
Q1 		$725K Buy
7,843
+109
+1% +$8.77K 0.09% 91
2019
Q4 		$573K Buy
7,734
+97
+1% +$6.67K 0.06% 107
2019
Q3 		$473K Sell
7,637
-31
-0.4% -$1.62K 0.05% 100
2019
Q2 		$381K Buy
7,668
+132
+2% +$7.05K 0.04% 122
2019
Q1 		$391K Buy
+7,536
New +$385K 0.04% 127

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