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 $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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return