Zions Bancorporation’s DocuSign DOCU Stock Holding History

Zions Bancorporation’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
2023 Q4	–	Sell	-12	Closed	-$504	–	912
2023 Q3	$504	Hold	12	–	–	﹤0.01%	868
2023 Q2	$613	Sell	12 -5	-29%	-$265	﹤0.01%	864
2023 Q1	$991	Sell	17 -10	-37%	-$596	﹤0.01%	857
2022 Q4	$1.5K	Sell	27 -465	-95%	-$22.6K	﹤0.01%	974
2022 Q3	$26K	Sell	492 -2	-0.4%	-$125	﹤0.01%	509
2022 Q2	$28K	Sell	494 -10	-2%	-$810	﹤0.01%	542
2022 Q1	$54K	Sell	504 -12	-2%	-$1.38K	﹤0.01%	500
2021 Q4	$79K	Sell	516 -18	-3%	-$4.1K	0.01%	406
2021 Q3	$137K	Sell	534 -12	-2%	-$3.46K	0.01%	328
2021 Q2	$153K	Sell	546 -1,156	-68%	-$258K	0.02%	316
2021 Q1	$345K	Buy	1,702 +73	+4%	+$16.9K	0.04%	198
2020 Q4	$362K	Buy	1,629 +1,104	+210%	+$248K	0.05%	168
2020 Q3	$113K	Buy	525 +28	+6%	+$5.81K	0.02%	281
2020 Q2	$86K	Buy	497 +17	+4%	+$2.14K	0.01%	288
2020 Q1	$44K	Hold	480	–	–	0.01%	335
2019 Q4	$36K	Hold	480	–	–	0.01%	471
2019 Q3	$30K	Hold	480	–	–	﹤0.01%	514
2019 Q2	$24K	Buy	+480	New	+$25.6K	﹤0.01%	510

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return