Ewing Morris & Co Investment Partners’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Ewing Morris & Co Investment Partners’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,175	Closed	-$107K	–	34
2023 Q4	$107K	Sell	1,175 -460	-28%	-$42.1K	0.08%	32
2023 Q3	$150K	Sell	1,635 -2,712	-62%	-$249K	0.12%	27
2023 Q2	$399K	Buy	+4,347	New	+$398K	0.31%	25

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWP

Capital Wealth Planning Naples, Florida $18.1B AUM 26.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ewing Morris & Co Investment Partners's BIL Position: Q1 2024 in Review

Ewing Morris & Co Investment Partners sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2024, closing a stake of 1,175 shares — an estimated $107K sold.

Ewing Morris & Co Investment Partners first reported a position in BIL in Q2 2023 and held it in 3 quarters. The position peaked at $399K in Q2 2023. 966 funds tracked by Wall St. Rank hold BIL as of Q1 2024.

Ewing Morris & Co Investment Partners reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2024 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 1,175 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2024, an estimated $107K.
Ewing Morris & Co Investment Partners first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2023 and held it in 3 quarters.
Ewing Morris & Co Investment Partners's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $399K in Q2 2023.
966 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2024.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2024, filed 15 May 2024.