Bill Gates
Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust Portfolio 13F
Bill Gates Holdings Activity
- Portfolio value:
- $20.05B≈ (+$585M≈)
- Previous value:
- $19.47B≈
- # of changes:
- 10
- New positions:
- 0
- Reported for:
- 31 Dec 2013 (Q4)
- Latest filing date:
- 14 Feb 2014
Bill & Melinda Gates Foundation Trust has disclosed a total of 10 changes to the portfolio in the (2013 Q4) SEC report(s): increased the number of shares of 5, decreased the number of shares of 1 and completely sold out 4 position(s).
What stocks did Bill Gates buy in 2013 Q4?
10 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
McDonalds Corp
|
+10.13%
|
$97.03
|
+183.51%($275.09)
|
5.26%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Exxon Mobil Corp
|
+6.54%
|
$101.20
|
+51.48%($153.30)
|
4.11%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Caterpillar Inc
|
+4.65%
|
$90.81
|
+829.02%($843.64)
|
5.10%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Walmart Inc
|
+4.50%
|
$26.23
|
+325.10%($111.50)
|
4.55%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
BP PLC-SPONS ADR
|
+1.23%
|
$48.61
|
-13.88%($41.86)
|
1.77%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Berkshire Hathaway Inc
|
-5.74%
|
$118.56
|
+338.68%($520.10)
|
48.51%
|
2013 Q2 or earlier
|
≈ 0.75+ years
|
||||
|
|
Air Products and Chemicals Inc
|
-100%
|
$106.57
|
+184.80%($303.52)
|
0.00%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Toyota Motor Corp ADR
|
-100%
|
$128.03
|
+48.37%($189.96)
|
0.00%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
|
|
Procter & Gamble Company
|
-100%
|
$75.59
|
+92.61%($145.60)
|
0.00%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
|
|
DIAMOND FOODS INC
|
-100%
|
$23.58
|
|
0.00%
|
2013 Q2 or earlier
|
≈ 0.50+ years
|
||||
* 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.