Matthew Hamilton Rosenberg’s DocuSign DOCU Stock Holding History

Matthew Hamilton Rosenberg’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	–	Sell	-15	Closed	-$766	–	945
2023 Q2	$766	Sell	15 -700	-98%	-$37.1K	﹤0.01%	812
2023 Q1	$41.7K	Hold	715	–	–	0.01%	495
2022 Q4	$39.6K	Hold	715	–	–	0.01%	515
2022 Q3	$38K	Buy	715 +15	+2%	+$940	0.01%	501
2022 Q2	$43K	Hold	700	–	–	0.02%	494
2022 Q1	$75K	Hold	700	–	–	0.03%	363
2021 Q4	$107K	Hold	700	–	–	0.04%	284
2021 Q3	$180K	Hold	700	–	–	0.07%	178
2021 Q2	$196K	Hold	700	–	–	0.1%	135
2021 Q1	$172K	Hold	700	–	–	0.1%	146
2020 Q4	$156K	Hold	700	–	–	0.1%	146
2020 Q3	$151K	Hold	700	–	–	0.11%	119
2020 Q2	$121K	Hold	700	–	–	0.1%	148
2020 Q1	$65K	Buy	+700	New	+$56.3K	0.06%	211

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return