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 $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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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