Skip to content
User

Edgar Wachenheim III

Greenhaven Associates

Edgar Wachenheim III SPDR Bloomberg 1-3 Month T-Bill ETF stake

total: 102

Greenhaven Associates BIL trades

Total transactions:
4
New positions:
1
Sold out:
1
Reduced:
2
Held since:
2022 Q3
Held for:
3 quarters
Latest activity:
2023 Q2
According to 2026 Q2 report, Edgar Wachenheim III doesn't hold any SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) shares. To date, the estimated cost basis is nearly $91.6 for "buy" trades and estimated average "sell" price is $91.81. Greenhaven Associates first purchased BIL in 2022 Q3, initially acquiring 11,910 shares. Since the initial investment in SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), Greenhaven Associates has made 3 more transactions.

When did Edgar Wachenheim III sell SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)?

Edgar Wachenheim III sold off the entire SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) position in 2023 Q2.

When did Edgar Wachenheim III buy SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)?

Edgar Wachenheim III first invested in SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in 2022 Q3 at the reported quarter-end price of $91.60 per share.

What's the cost basis of Greenhaven Associates's BIL stake?

The estimated cost basis for SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake is around $91.60 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$91.60
Weighted AVG sell price:
$91.81

Edgar Wachenheim III's historical trades in SPDR Bloomberg 1-3 Month T-Bill ETF

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q2
0.00%
0
$91.82
-100% (-5,350)
-0.01%
2023 Q1
0.01%
5,350
$91.82
$491,237
-54.10% (-6,305)
-0.01%
2022 Q4
0.02%
11,655
$91.47
$1,066,083
-2.14% (-255)
-0%
2022 Q3
0.02%
11,910
$91.60
$1,091,000
new
+0.02%
* 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.