Clarius Group LLC’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Clarius Group LLC’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,809	Closed	-$808K	–	455
2024 Q2	$808K	Buy	+8,809	New	+$807K	0.06%	143
2024 Q1	–	Sell	-7,912	Closed	-$723K	–	485
2023 Q4	$723K	Sell	7,912 -1,408	-15%	-$129K	0.06%	177
2023 Q3	$856K	Sell	9,320 -4,738	-34%	-$434K	0.08%	128
2023 Q2	$1.29M	Sell	14,058 -3,286	-19%	-$301K	0.1%	108
2023 Q1	$1.59M	Buy	+17,344	New	+$1.59M	0.14%	84
2021 Q1	–	Sell	-2,184	Closed	-$200K	–	388
2020 Q4	$200K	Sell	2,184 -21,056	-91%	-$1.93M	0.02%	336
2020 Q3	$2.13M	Sell	23,240 -13,744	-37%	-$1.26M	0.27%	43
2020 Q2	$3.38M	Sell	36,984 -21,891	-37%	-$2M	0.47%	25
2020 Q1	$5.39M	Buy	58,875 +52,844	+876%	+$4.84M	1.02%	17
2019 Q4	$552K	Buy	+6,031	New	+$552K	0.09%	118

Other funds holding BIL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Clarius Group LLC's BIL Position: Q3 2024 in Review

Clarius Group LLC sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 8,809 shares — an estimated $808K sold.

Clarius Group LLC first reported a position in BIL in Q4 2019 and held it in 10 quarters. The position peaked at $5.39M in Q1 2020. 1,041 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Clarius Group LLC reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
Clarius Group LLC sold 8,809 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $808K.
Clarius Group LLC first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2019 and held it in 10 quarters.
Clarius Group LLC's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $5.39M in Q1 2020.
1,041 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Clarius Group LLC's 13F filing for Q3 2024, filed 9 Oct 2024.