Echo Street Capital Management’s BILL Holdings BILL Stock Holding History

Echo Street Capital 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	-7,672	Closed	-$833K	–	61
2023 Q3	$833K	Buy	+7,672	New	+$873K	0.01%	169
2023 Q2	–	Sell	-10,136	Closed	-$822K	–	464
2023 Q1	$822K	Buy	10,136 +2,429	+32%	+$225K	0.01%	150
2022 Q4	$840K	Sell	7,707 -540	-7%	-$64.8K	0.01%	182
2022 Q3	$1.09M	Buy	+8,247	New	+$1.18M	0.01%	150
2022 Q2	–	Sell	-2,206	Closed	-$500K	–	571
2022 Q1	$500K	Sell	2,206 -52,603	-96%	-$11M	﹤0.01%	400
2021 Q4	$13.7M	Sell	54,809 -368,906	-87%	-$104M	0.09%	114
2021 Q3	$113M	Sell	423,715 -95,485	-18%	-$22M	0.79%	63
2021 Q2	$95.1M	Buy	519,200 +70,529	+16%	+$11.1M	0.73%	77
2021 Q1	$65.3M	Sell	448,671 -119,330	-21%	-$17.9M	0.58%	74
2020 Q4	$77.5M	Buy	568,001 +115,767	+26%	+$13.7M	0.78%	63
2020 Q3	$45.4M	Sell	452,234 -392,356	-46%	-$35.7M	0.78%	70
2020 Q2	$76.2M	Buy	844,590 +77,232	+10%	+$4.97M	0.9%	33
2020 Q1	$26.2M	Buy	767,358 +660,864	+621%	+$31.3M	0.56%	72
2019 Q4	$4.05M	Buy	+106,494	New	+$4.04M	0.06%	178

Other funds holding BILL

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Echo Street Capital Management's BILL Position: Q4 2023 in Review

Echo Street Capital Management sold out of BILL Holdings (BILL) in Q4 2023, closing a stake of 7,672 shares — an estimated $833K sold.

Echo Street Capital Management first reported a position in BILL in Q4 2019 and held it in 14 quarters. The position peaked at $113M in Q3 2021. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2023.

Echo Street Capital Management reported no remaining BILL Holdings position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,672 BILL Holdings shares in Q4 2023, an estimated $833K.
Echo Street Capital Management first reported a position in BILL Holdings in Q4 2019 and held it in 14 quarters.
Echo Street Capital Management's BILL Holdings position peaked at $113M in Q3 2021.
411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.