EI
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Ethic Inc’s BILL Holdings BILL Stock Holding History

Ethic Inc’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
-2,026
Closed -$220K – 1058
2023
Q3 		$220K Sell
2,026
-1,219
-38% -$139K 0.01% 908
2023
Q2 		$379K Buy
+3,245
New +$308K 0.01% 729
2022
Q3 		– Sell
-2,598
Closed -$286K – 800
2022
Q2 		$286K Buy
2,598
+207
+9% +$30.1K 0.02% 632
2022
Q1 		$542K Buy
2,391
+942
+65% +$196K 0.04% 444
2021
Q4 		$361K Buy
1,449
+415
+40% +$117K 0.03% 482
2021
Q3 		$276K Buy
+1,034
New +$239K 0.03% 500

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 $5.7T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B 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