SWM
DOCU

Segment Wealth Management’s DocuSign DOCU Stock Holding History

Segment Wealth Management’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
-8,588
Closed -$920K – 229
2022
Q1 		$920K Buy
8,588
+5,189
+153% +$596K 0.09% 124
2021
Q4 		$518K Sell
3,399
-2,082
-38% -$475K 0.05% 162
2021
Q3 		$1.41M Hold
5,481
– – 0.17% 99
2021
Q2 		$1.53M Hold
5,481
– – 0.18% 98
2021
Q1 		$1.11M Buy
5,481
+430
+9% +$99.7K 0.15% 104
2020
Q4 		$1.12M Buy
5,051
+95
+2% +$21.3K 0.16% 98
2020
Q3 		$1.07M Buy
+4,956
New +$1.03M 0.17% 100

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
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 $127B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return