EWM
BILL icon

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return