Tortoise Investment Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Tortoise Investment 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	-6	Closed	-$551	–	889
2024 Q2	$551	Buy	6 +3	+100%	+$275	﹤0.01%	842
2024 Q1	$275	Buy	+3	New	+$275	﹤0.01%	842
2023 Q3	–	Sell	-1,187	Closed	-$109K	–	805
2023 Q2	$109K	Buy	1,187 +1,186	+118,600%	+$109K	0.02%	268
2023 Q1	$92	Buy	+1	New	+$92	﹤0.01%	761

Other funds holding BIL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tortoise Investment Management's BIL Position: Q3 2024 in Review

Tortoise Investment Management sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q3 2024, closing a stake of 6 shares — an estimated $551 sold.

Tortoise Investment Management first reported a position in BIL in Q1 2023 and held it in 4 quarters. The position peaked at $109K in Q2 2023. 1,040 funds tracked by Wall St. Rank hold BIL as of Q3 2024.

Tortoise Investment 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.
Tortoise Investment Management sold 6 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q3 2024, an estimated $551.
Tortoise Investment Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2023 and held it in 4 quarters.
Tortoise Investment Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $109K in Q2 2023.
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 Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.