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Bill Gates

Bill & Melinda Gates Foundation Trust

Bill Gates LIBERTY GLOBAL PLC LILAC - C stake

total: 105

Bill & Melinda Gates Foundation Trust LILAK trades

Total transactions:
5
New positions:
1
Sold out:
1
Added:
2
Reduced:
1
Held since:
2015 Q3
Held for:
22 quarters
Latest activity:
2021 Q1
According to 2026 Q2 report, Bill Gates doesn't hold any LIBERTY GLOBAL PLC LILAC - C (LILAK) shares. To date, the estimated cost basis is nearly $25.04 for "buy" trades and estimated average "sell" price is $11.09. Bill & Melinda Gates Foundation Trust first purchased LILAK in 2015 Q3, initially acquiring 181,967 shares. Since the initial investment in LIBERTY GLOBAL PLC LILAC - C (LILAK), Bill & Melinda Gates Foundation Trust has made 4 more transactions.

When did Bill Gates sell LIBERTY GLOBAL PLC LILAC - C (LILAK)?

Bill Gates sold off the entire LIBERTY GLOBAL PLC LILAC - C (LILAK) position in 2021 Q1.

When did Bill Gates buy LIBERTY GLOBAL PLC LILAC - C (LILAK)?

Bill Gates first invested in LIBERTY GLOBAL PLC LILAC - C (LILAK) in 2015 Q3 at the reported quarter-end price of $34.24 per share.

What's the cost basis of Bill & Melinda Gates Foundation Trust's LILAK stake?

The estimated cost basis for LIBERTY GLOBAL PLC LILAC - C (LILAK) stake is around $25.04 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$25.04
Weighted AVG sell price:
$11.09

Bill Gates's historical trades in LIBERTY GLOBAL PLC LILAC - C

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2021 Q1
0.00%
0
$11.09
-100% (-676,979)
-0.03%
2020 Q4
0.03%
$11.09
-27.62% (-258,303)
2020 Q3
0.03%
$8.14
+47.05% (+299,238)
2016 Q2
0.12%
$32.49
+249.54% (+454,077)
2015 Q3
0.04%
$34.24
new
* 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.