HM Payson & Co’s BILL Holdings BILL Stock Holding History

HM Payson & Co’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
2024 Q4	–	Sell	-27	Closed	-$1.43K	–	1042
2024 Q3	$1.43K	Buy	+27	New	+$1.39K	﹤0.01%	1000

Other funds holding BILL

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 $5.72T AUM 30.48% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HM Payson & Co's BILL Position: Q4 2024 in Review

HM Payson & Co sold out of BILL Holdings (BILL) in Q4 2024, closing a stake of 27 shares — an estimated $1.43K sold.

HM Payson & Co first reported a position in BILL in Q3 2024 and held it in 1 quarter. The position peaked at $1.43K in Q3 2024. 411 funds tracked by Wall St. Rank hold BILL as of Q4 2024.

HM Payson & Co reported no remaining BILL Holdings position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 27 BILL Holdings shares in Q4 2024, an estimated $1.43K.
HM Payson & Co first reported a position in BILL Holdings in Q3 2024 and held it in 1 quarter.
HM Payson & Co's BILL Holdings position peaked at $1.43K in Q3 2024.
411 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.