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Daniel Sundheim’s BILL Holdings BILL Stock Holding History

Daniel Sundheim’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
Q2 		– Sell
-975,000
Closed -$79.1M – 41
2023
Q1 		$79.1M Buy
975,000
+142,825
+17% +$13.2M 1.49% 24
2022
Q4 		$90.7M Buy
+832,175
New +$99.9M 1.86% 16

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Daniel Sundheim's BILL Position: Q2 2023 in Review

Daniel Sundheim sold out of BILL Holdings (BILL) in Q2 2023, closing a stake of 975,000 shares — an estimated $79.1M sold.

Daniel Sundheim first reported a position in BILL in Q4 2022 and held it in 2 quarters. The position peaked at $90.7M in Q4 2022. 419 funds tracked by Wall St. Rank hold BILL as of Q2 2023.

  • Daniel Sundheim reported no remaining BILL Holdings position as of Q2 2023 after selling out during the quarter.
  • Daniel Sundheim sold 975,000 BILL Holdings shares in Q2 2023, an estimated $79.1M.
  • Daniel Sundheim first reported a position in BILL Holdings in Q4 2022 and held it in 2 quarters.
  • Daniel Sundheim's BILL Holdings position peaked at $90.7M in Q4 2022.
  • 419 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2023.

Based on D1 Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.