Advisory Research’s BILL Holdings BILL Stock Holding History

Advisory Research’s Portfolio BILL Stock Details BILL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,854	Closed	-$253K	–	346
2020 Q4	$253K	Sell	1,854 -334	-15%	-$39.4K	0.02%	304
2020 Q3	$219K	Sell	2,188 -4,112	-65%	-$374K	0.02%	291
2020 Q2	$568K	Buy	+6,300	New	+$406K	0.05%	234

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Advisory Research's BILL Position: Q1 2021 in Review

Advisory Research sold out of BILL Holdings (BILL) in Q1 2021, closing a stake of 1,854 shares — an estimated $253K sold.

Advisory Research first reported a position in BILL in Q2 2020 and held it in 3 quarters. The position peaked at $568K in Q2 2020. 312 funds tracked by Wall St. Rank hold BILL as of Q1 2021.

Advisory Research reported no remaining BILL Holdings position as of Q1 2021 after selling out during the quarter.
Advisory Research sold 1,854 BILL Holdings shares in Q1 2021, an estimated $253K.
Advisory Research first reported a position in BILL Holdings in Q2 2020 and held it in 3 quarters.
Advisory Research's BILL Holdings position peaked at $568K in Q2 2020.
312 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.