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Clifford Group’s BILL Holdings BILL Stock Holding History

Clifford Group’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
2023
Q4 		– Sell
-2,266
Closed -$246K – 75
2023
Q3 		$246K Hold
2,266
– – 0.27% 62
2023
Q2 		$265K Sell
2,266
-2,065
-48% -$196K 0.28% 60
2023
Q1 		$351K Hold
4,331
– – 0.43% 51
2022
Q4 		$472K Buy
+4,331
New +$520K 0.59% 42

Other funds holding BILL

Morgan Stanley
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clifford Group's BILL Position: Q4 2023 in Review

Clifford Group sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 2,266 shares — an estimated $246K sold.

Clifford Group first reported a position in BILL in Q4 2022 and held it in 4 quarters. The position peaked at $472K in Q4 2022. 410 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

  • Clifford Group reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
  • Clifford Group sold 2,266 BILL Holdings shares in Q4 2023, an estimated $246K.
  • Clifford Group first reported a position in BILL Holdings in Q4 2022 and held it in 4 quarters.
  • Clifford Group's BILL Holdings position peaked at $472K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on Clifford Group's 13F filing for Q4 2023, filed 14 Feb 2024.