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Mount Lucas Management’s BILL Holdings BILL Stock Holding History

Mount Lucas 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
Q4 		– Sell
-1,156
Closed -$153K – 112
2022
Q3 		$153K Sell
1,156
-24
-2% -$3.45K 0.05% 91
2022
Q2 		$130K Buy
1,180
+113
+11% +$16.4K 0.04% 90
2022
Q1 		$242K Buy
1,067
+62
+6% +$12.9K 0.07% 103
2021
Q4 		$250K Buy
+1,005
New +$284K 0.07% 122

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Lucas Management's BILL Position: Q4 2022 in Review

Mount Lucas Management sold out of BILL Holdings (BILL) in Q4 2022, closing a stake of 1,156 shares — an estimated $153K sold.

Mount Lucas Management first reported a position in BILL in Q4 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2021. 481 funds tracked by Wall St. Rank hold BILL as of Q4 2022.

  • Mount Lucas Management reported no remaining BILL Holdings position as of Q4 2022 after selling out during the quarter.
  • Mount Lucas Management sold 1,156 BILL Holdings shares in Q4 2022, an estimated $153K.
  • Mount Lucas Management first reported a position in BILL Holdings in Q4 2021 and held it in 4 quarters.
  • Mount Lucas Management's BILL Holdings position peaked at $250K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2022.

Based on Mount Lucas Management's 13F filing for Q4 2022, filed 14 Feb 2023.