Disciplined Investments’s BILL Holdings BILL Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-6	Closed	-$701	–	268
2023 Q2	$701	Buy	6 +4	+200%	+$380	﹤0.01%	1100
2023 Q1	$162	Sell	2 -2	-50%	-$185	﹤0.01%	1522
2022 Q4	$436	Sell	4 -2	-33%	-$240	﹤0.01%	1230
2022 Q3	$1K	Buy	6 +5	+500%	+$718	﹤0.01%	802
2022 Q2	$0	Sell	1 -1	-50%	-$146	﹤0.01%	1274
2022 Q1	$0	Buy	+2	New	+$417	﹤0.01%	1347

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Disciplined Investments's BILL Position: Q3 2023 in Review

Disciplined Investments sold out of BILL Holdings (BILL) in Q3 2023, closing a stake of 6 shares — an estimated $701 sold.

Disciplined Investments first reported a position in BILL in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 422 funds tracked by Wall St. Rank hold BILL as of Q3 2023.

Disciplined Investments reported no remaining BILL Holdings position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 6 BILL Holdings shares in Q3 2023, an estimated $701.
Disciplined Investments first reported a position in BILL Holdings in Q1 2022 and held it in 6 quarters.
Disciplined Investments's BILL Holdings position peaked at $1K in Q3 2022.
422 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.