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Burleson & Co’s BILL Holdings BILL Stock Holding History

Burleson & Co’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
2022
Q4 		$981 Buy
9
+4
+80% +$480 ﹤0.01% 354
2022
Q3 		$1K Buy
+5
New +$718 ﹤0.01% 361

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burleson & Co's BILL Position: Q4 2022 in Review

Burleson & Co increased its BILL Holdings (BILL) stake by 80% in Q4 2022, buying an estimated $480 and bringing the position to 9 shares worth $981. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Burleson & Co first reported a position in BILL in Q3 2022 and has held it in 2 quarters since. The position peaked at $1K in Q3 2022. 482 funds tracked by Wall St. Rank hold BILL as of Q4 2022.

  • Burleson & Co held 9 shares of BILL Holdings worth $981 as of Q4 2022.
  • Burleson & Co bought 4 BILL Holdings shares in Q4 2022, an estimated $480.
  • BILL Holdings made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #354 holding.
  • Burleson & Co first reported a position in BILL Holdings in Q3 2022 and has held it in 2 quarters since.
  • Burleson & Co's BILL Holdings position peaked at $1K in Q3 2022.
  • 482 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.