WI
DOCU

Wintrust Investments’s DocuSign DOCU Stock Holding History

Wintrust 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
Q3 		– Sell
-3,677
Closed -$211K – 393
2022
Q2 		$211K Buy
3,677
+60
+2% +$4.86K 0.03% 354
2022
Q1 		$387K Buy
3,617
+379
+12% +$43.5K 0.04% 287
2021
Q4 		$493K Sell
3,238
-217
-6% -$49.5K 0.05% 265
2021
Q3 		$889K Sell
3,455
-310
-8% -$89.3K 0.12% 132
2021
Q2 		$1.05M Sell
3,765
-33
-0.9% -$7.38K 0.11% 155
2021
Q1 		$769K Sell
3,798
-10
-0.3% -$2.32K 0.08% 201
2020
Q4 		$847K Buy
3,808
+366
+11% +$82.2K 0.24% 76
2020
Q3 		$741K Sell
3,442
-2,140
-38% -$444K 0.1% 149
2020
Q2 		$867K Buy
5,582
+1,225
+28% +$154K 0.12% 131
2020
Q1 		$403K Buy
4,357
+788
+22% +$63.4K 0.07% 201
2019
Q4 		$264K Sell
3,569
-2,706
-43% -$186K 0.04% 298
2019
Q3 		$361K Buy
+6,275
New +$329K 0.05% 256

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Wintrust Investments's DOCU Position: Q3 2022 in Review

Wintrust Investments sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 3,677 shares — an estimated $211K sold.

Wintrust Investments first reported a position in DOCU in Q3 2019 and held it in 12 quarters. The position peaked at $1.05M in Q2 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Wintrust Investments reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Wintrust Investments sold 3,677 DocuSign shares in Q3 2022, an estimated $211K.
  • Wintrust Investments first reported a position in DocuSign in Q3 2019 and held it in 12 quarters.
  • Wintrust Investments's DocuSign position peaked at $1.05M in Q2 2021.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Wintrust Investments's 13F filing for Q3 2022, filed 9 Nov 2022.