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Osborne Partners Capital Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Osborne Partners Capital Management’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
Q3 		– Sell
-2,361
Closed -$217K – 223
2024
Q2 		$217K Buy
+2,361
New +$216K 0.01% 209

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LPL Financial
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Mercer Global Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osborne Partners Capital Management's BIL Position: Q3 2024 in Review

Osborne Partners Capital Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 2,361 shares — an estimated $217K sold.

Osborne Partners Capital Management first reported a position in BIL in Q2 2024 and held it in 1 quarter. The position peaked at $217K in Q2 2024. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

  • Osborne Partners Capital Management reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Osborne Partners Capital Management sold 2,361 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $217K.
  • Osborne Partners Capital Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and held it in 1 quarter.
  • Osborne Partners Capital Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $217K in Q2 2024.
  • 1,040 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q3 2024.

Based on Osborne Partners Capital Management's 13F filing for Q3 2024, filed 23 Oct 2024.