EWM
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Evercore Wealth Management’s BILL Holdings BILL Stock Holding History

Evercore Wealth 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
2022
Q2 		– Sell
-1,505
Closed -$341K – 399
2022
Q1 		$341K Sell
1,505
-150
-9% -$31.3K 0.01% 331
2021
Q4 		$412K Sell
1,655
-445
-21% -$126K 0.01% 311
2021
Q3 		$561K Sell
2,100
-3,411
-62% -$787K 0.01% 273
2021
Q2 		$1.01M Sell
5,511
-200
-4% -$31.3K 0.02% 225
2021
Q1 		$831K Sell
5,711
-75
-1% -$11.2K 0.02% 243
2020
Q4 		$790K Sell
5,786
-758
-12% -$89.4K 0.02% 239
2020
Q3 		$656K Sell
6,544
-2,100
-24% -$191K 0.02% 236
2020
Q2 		$780K Buy
+8,644
New +$557K 0.02% 220

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 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
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evercore Wealth Management's BILL Position: Q2 2022 in Review

Evercore Wealth Management sold out of BILL Holdings (BILL) in Q2 2022, closing a stake of 1,505 shares — an estimated $341K sold.

Evercore Wealth Management first reported a position in BILL in Q2 2020 and held it in 8 quarters. The position peaked at $1.01M in Q2 2021. 432 funds tracked by Wall St. Rank hold BILL as of Q2 2022.

  • Evercore Wealth Management reported no remaining BILL Holdings position as of Q2 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 1,505 BILL Holdings shares in Q2 2022, an estimated $341K.
  • Evercore Wealth Management first reported a position in BILL Holdings in Q2 2020 and held it in 8 quarters.
  • Evercore Wealth Management's BILL Holdings position peaked at $1.01M in Q2 2021.
  • 432 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.