TIS
DOCU

Tortoise Index Solutions’s DocuSign DOCU Stock Holding History

Tortoise Index Solutions’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
Q4 		– Sell
-5,476
Closed -$293K – 68
2022
Q3 		$293K Buy
5,476
+1,038
+23% +$65.1K 0.06% 64
2022
Q2 		$255K Buy
4,438
+231
+5% +$18.7K 0.05% 80
2022
Q1 		$451K Buy
4,207
+796
+23% +$91.4K 0.08% 69
2021
Q4 		$520K Buy
3,411
+1,204
+55% +$274K 0.11% 67
2021
Q3 		$568K Sell
2,207
-368
-14% -$106K 0.13% 66
2021
Q2 		$720K Sell
2,575
-276
-10% -$61.7K 0.15% 46
2021
Q1 		$577K Buy
2,851
+1,138
+66% +$264K 0.14% 57
2020
Q4 		$381K Buy
1,713
+197
+13% +$44.3K 0.11% 58
2020
Q3 		$326K Sell
1,516
-647
-30% -$134K 0.13% 54
2020
Q2 		$372K Sell
2,163
-2,879
-57% -$363K 0.13% 48
2020
Q1 		$466K Sell
5,042
-342
-6% -$27.5K 0.19% 39
2019
Q4 		$399K Buy
5,384
+1,673
+45% +$115K 0.09% 63
2019
Q3 		$230K Buy
3,711
+1,852
+100% +$97K 0.07% 68
2019
Q2 		$92K Buy
1,859
+384
+26% +$20.5K 0.03% 101
2019
Q1 		$76K Buy
+1,475
New +$75.3K 0.02% 106

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Tortoise Index Solutions's DOCU Position: Q4 2022 in Review

Tortoise Index Solutions sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 5,476 shares — an estimated $293K sold.

Tortoise Index Solutions first reported a position in DOCU in Q1 2019 and held it in 15 quarters. The position peaked at $720K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Tortoise Index Solutions reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Tortoise Index Solutions sold 5,476 DocuSign shares in Q4 2022, an estimated $293K.
  • Tortoise Index Solutions first reported a position in DocuSign in Q1 2019 and held it in 15 quarters.
  • Tortoise Index Solutions's DocuSign position peaked at $720K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Tortoise Index Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.