LIP
Liontrust Investment Partners’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,547,015
| Closed | -$65M | – | 196 |
|
|
2023
Q3 | $65M | Sell |
1,547,015
-1,688
| -0.1% | -$70.9K | 1.04% | 34 |
|
|
2023
Q2 | $79.1M | Sell |
1,548,703
-123,797
| -7% | -$6.32M | 1.14% | 34 |
|
|
2023
Q1 | $97.5M | Buy |
1,672,500
+4,900
| +0.3% | +$286K | 1.43% | 26 |
|
|
2022
Q4 | $92.4M | Sell |
1,667,600
-37,800
| -2% | -$2.09M | 1.61% | 28 |
|
|
2022
Q3 | $91.2M | Sell |
1,705,400
-93,700
| -5% | -$5.01M | 1.46% | 28 |
|
|
2022
Q2 | $103M | Buy |
1,799,100
+64,600
| +4% | +$3.71M | 1.45% | 27 |
|
|
2022
Q1 | $186M | Buy |
1,734,500
+318,300
| +22% | +$34.1M | 2.43% | 15 |
|
|
2021
Q4 | $216M | Buy |
1,416,200
+747,500
| +112% | +$114M | 2.57% | 16 |
|
|
2021
Q3 | $172M | Buy |
+668,700
| New | +$172M | 2.38% | 15 |
|
|
2020
Q4 | $60.3M | Buy |
+271,200
| New | +$60.3M | 1.22% | 30 |
|