NEI
DOCU

Northwest & Ethical Investments’s DocuSign DOCU Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-10,338
Closed -$1.11M – 422
2022
Q1 		$1.11M Sell
10,338
-11,401
-52% -$1.31M 0.04% 300
2021
Q4 		$3.31M Buy
21,739
+7,039
+48% +$1.6M 0.1% 202
2021
Q3 		$3.78M Buy
14,700
+700
+5% +$202K 0.12% 187
2021
Q2 		$3.91M Buy
+14,000
New +$3.13M 0.13% 179

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northwest & Ethical Investments's DOCU Position: Q2 2022 in Review

Northwest & Ethical Investments sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 10,338 shares — an estimated $1.11M sold.

Northwest & Ethical Investments first reported a position in DOCU in Q2 2021 and held it in 4 quarters. The position peaked at $3.91M in Q2 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Northwest & Ethical Investments reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Northwest & Ethical Investments sold 10,338 DocuSign shares in Q2 2022, an estimated $1.11M.
  • Northwest & Ethical Investments first reported a position in DocuSign in Q2 2021 and held it in 4 quarters.
  • Northwest & Ethical Investments's DocuSign position peaked at $3.91M in Q2 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Northwest & Ethical Investments's 13F filing for Q2 2022, filed 9 Jul 2025.