Steward Financial Group’s BILL Holdings BILL Stock Holding History

Steward Financial Group’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
2023 Q3	$3K	Buy	+36	New	+$4.1K	﹤0.01%	800
2023 Q2	–	Sell	-12	Closed	–	–	517
2023 Q1	$0	Buy	12 +3	+33%	+$278	﹤0.01%	735
2022 Q4	$0	Buy	+9	New	+$1.08K	﹤0.01%	568
2022 Q3	–	Sell	-10	Closed	-$1K	–	216
2022 Q2	$1K	Buy	+10	New	+$1.46K	﹤0.01%	671

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NMO

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Steward Financial Group's BILL Position: Q3 2023 in Review

Steward Financial Group opened a new position in BILL Holdings (BILL) in Q3 2023: 36 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BILL as recently as Q1 2023.

Steward Financial Group first reported a position in BILL in Q2 2022 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold BILL as of Q3 2023.

Steward Financial Group held 36 shares of BILL Holdings worth $3K as of Q3 2023.
BILL Holdings was a new Steward Financial Group position in Q3 2023.
BILL Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #800 holding.
Steward Financial Group first reported a position in BILL Holdings in Q2 2022 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.