DC Investments Management’s BILL Holdings BILL Stock Holding History

DC Investments Management’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	-3,439	Closed	-$373K	–	78
2023 Q3	$373K	Hold	3,439	–	–	0.47%	54
2023 Q2	$402K	Hold	3,439	–	–	0.46%	48
2023 Q1	$279K	Hold	3,439	–	–	0.33%	71
2022 Q4	$375K	Buy	+3,439	New	+$413K	0.47%	44
2021 Q4	–	Sell	-784	Closed	-$209K	–	59
2021 Q3	$209K	Buy	+784	New	+$181K	0.39%	50

Other funds holding BILL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DC Investments Management's BILL Position: Q4 2023 in Review

DC Investments Management sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 3,439 shares — an estimated $373K sold.

DC Investments Management first reported a position in BILL in Q3 2021 and held it in 5 quarters. The position peaked at $402K in Q2 2023. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

DC Investments Management reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
DC Investments Management sold 3,439 BILL Holdings shares in Q4 2023, an estimated $373K.
DC Investments Management first reported a position in BILL Holdings in Q3 2021 and held it in 5 quarters.
DC Investments Management's BILL Holdings position peaked at $402K in Q2 2023.
411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on DC Investments Management's 13F filing for Q4 2023, filed 13 Feb 2024.