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Paloma Partners’s BILL Holdings BILL Stock Holding History

Paloma Partners’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
Q3 		– Sell
-28,500
Closed -$1.5M – 1173
2024
Q2 		$1.5M Buy
+28,500
New +$1.61M 0.04% 410
2023
Q1 		– Sell
-10,100
Closed -$1.1M – 762
2022
Q4 		$1.1M Buy
10,100
+7,700
+321% +$924K 0.05% 343
2022
Q3 		$318K Sell
2,400
-10,600
-82% -$1.52M 0.01% 611
2022
Q2 		$1.43M Buy
+13,000
New +$1.89M 0.05% 337
2022
Q1 		– Sell
-12,438
Closed -$3.1M – 1782
2021
Q4 		$3.1M Buy
+12,438
New +$3.52M 0.05% 333
2021
Q3 		– Sell
-20,761
Closed -$3.8M – 1122
2021
Q2 		$3.8M Buy
20,761
+13,989
+207% +$2.19M 0.07% 257
2021
Q1 		$985K Buy
6,772
+310
+5% +$46.4K 0.02% 705
2020
Q4 		$882K Buy
+6,462
New +$762K 0.02% 619
2020
Q3 		– Sell
-4,789
Closed -$432K – 2095
2020
Q2 		$432K Buy
+4,789
New +$308K 0.01% 1294

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paloma Partners's BILL Position: Q3 2024 in Review

Paloma Partners sold out of BILL Holdings (BILL) in Q3 2024, closing a stake of 28,500 shares — an estimated $1.5M sold.

Paloma Partners first reported a position in BILL in Q2 2020 and held it in 9 quarters. The position peaked at $3.8M in Q2 2021. 343 funds tracked by Wall St. Rank hold BILL as of Q3 2024.

  • Paloma Partners reported no remaining BILL Holdings position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 28,500 BILL Holdings shares in Q3 2024, an estimated $1.5M.
  • Paloma Partners first reported a position in BILL Holdings in Q2 2020 and held it in 9 quarters.
  • Paloma Partners's BILL Holdings position peaked at $3.8M in Q2 2021.
  • 343 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.