Skip to content
We’ve expanded our free plan so you can explore more of Valuesider. Check out the updated pricing page to see what’s now available for free!
User

Bill Gates recent buys & sells (2020 Q4)

Bill & Melinda Gates Foundation Trust

Bill & Melinda Gates Foundation Trust Portfolio Changes

Purchase & sale details

Portfolio value:
$22.34B (+$259M)
Previous value:
$22.08B
# of changes:
12
New positions:
0
Reported for:
31 Dec 2020 (Q4)
Latest filing date:
12 Feb 2021
Bill & Melinda Gates Foundation Trust has disclosed a total of 12 changes to the portfolio in the (2020 Q4) SEC report(s): increased the number of shares of 1, decreased the number of shares of 8 and completely sold out 3 position(s).

What stocks did Bill Gates buy in 2020 Q4?

During 2020 Q4 Bill Gates has bought (SDGR) Schrodinger Inc (added shares +40.15%).

What did Bill Gates invest in during 2020 Q4?

Bill Gates's top 5 holdings (by % of portfolio) were (BRK-B) Berkshire Hathaway Inc (43.71%), (WM) Waste Management Inc (9.84%), (CAT) Caterpillar Inc (9.18%), (CNI) Canadian National Railway Company (8.35%) and (WMT) Walmart Inc (7.49%).
In the 2020 Q4 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -10.61%) and (CNI) Canadian National Railway Company (reduced shares -0.86%).
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".