Bill & Melinda Gates Foundation Trust - Net Worth and Insider Trading
Bill & Melinda Gates Foundation Trust Net Worth
The estimated net worth of Bill & Melinda Gates Foundation Trust is at least $32.9 Billion dollars as of 2024-04-27. Bill & Melinda Gates Foundation Trust is the 10% Owner of Berkshire Hathaway Inc and owns about 77,313,900 shares of Berkshire Hathaway Inc (BRK.B) stock worth over $31.1 Billion. Bill & Melinda Gates Foundation Trust is the See footnote of Ecolab Inc and owns about 4,366,425 shares of Ecolab Inc (ECL) stock worth over $965 Million. Bill & Melinda Gates Foundation Trust is also the (See Footnote 2) of AutoNation Inc and owns about 2,398,716 shares of AutoNation Inc (AN) stock worth over $407 Million. Besides these, Bill & Melinda Gates Foundation Trust also holds Republic Services Inc (RSG) , Schrodinger Inc (SDGR) . Details can be seen in Bill & Melinda Gates Foundation Trust's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Bill & Melinda Gates Foundation Trust has not made any transactions after 2020-11-24 and currently still holds the listed stock(s).
Transaction Summary of Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bill & Melinda Gates Foundation Trust owns 6 companies in total, including Schrodinger Inc (SDGR) , AutoNation Inc (AN) , and Ecolab Inc (ECL) among others .
Insider Ownership Summary of Bill & Melinda Gates Foundation Trust
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SDGR | Schrodinger Inc | 2020-11-24 | 10 percent owner |
| AN | AutoNation Inc | 2012-02-16 | other: (1) |
| ECL | Ecolab Inc | 2011-08-23 | other: See footnote |
| BRK.A | Berkshire Hathaway Inc | 2010-02-26 | 10 percent owner |
| RSG | Republic Services Inc | 2003-10-03 | other: see footnote (1) |
| BRK.B | Berkshire Hathaway Inc | 2010-02-26 | 10 percent owner |
Bill & Melinda Gates Foundation Trust Latest Holdings Summary
Bill & Melinda Gates Foundation Trust currently owns a total of 5 stocks. Among these stocks, Bill & Melinda Gates Foundation Trust owns 77,313,900 shares of Berkshire Hathaway Inc (BRK.B) as of February 26, 2010, with a value of $31.1 Billion and a weighting of 94.53%. Bill & Melinda Gates Foundation Trust owns 4,366,425 shares of Ecolab Inc (ECL) as of August 23, 2011, with a value of $965 Million and a weighting of 2.94%. Bill & Melinda Gates Foundation Trust also owns 2,398,716 shares of AutoNation Inc (AN) as of February 16, 2012, with a value of $407 Million and a weighting of 1.24%. The other 2 stocks Republic Services Inc (RSG) , Schrodinger Inc (SDGR) have a combined weighting of 1.3% among all his current holdings.
Latest Holdings of Bill & Melinda Gates Foundation Trust
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc | 2010-02-26 | 77,313,900 | 402.10 | 31,087,919,190 |
| ECL | Ecolab Inc | 2011-08-23 | 4,366,425 | 221.10 | 965,416,568 |
| AN | AutoNation Inc | 2012-02-16 | 2,398,716 | 169.88 | 407,493,874 |
| RSG | Republic Services Inc | 2003-10-03 | 1,350,000 | 191.92 | 259,092,000 |
| SDGR | Schrodinger Inc | 2020-11-24 | 6,981,664 | 23.97 | 167,350,486 |
Holding Weightings of Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust Form 4 Trading Tracker
According to the SEC Form 4 filings, Bill & Melinda Gates Foundation Trust has made a total of 0 transactions in Berkshire Hathaway Inc (BRK.B) over the past 5 years. The most-recent trade in Berkshire Hathaway Inc is the sale of 41,400 shares on February 26, 2010, which brought Bill & Melinda Gates Foundation Trust around $3 Million.
According to the SEC Form 4 filings, Bill & Melinda Gates Foundation Trust has made a total of 0 transactions in Ecolab Inc (ECL) over the past 5 years. The most-recent trade in Ecolab Inc is the sale of 0 shares on August 23, 2011, which brought Bill & Melinda Gates Foundation Trust around $0.
According to the SEC Form 4 filings, Bill & Melinda Gates Foundation Trust has made a total of 0 transactions in AutoNation Inc (AN) over the past 5 years. The most-recent trade in AutoNation Inc is the sale of 165,846 shares on February 16, 2012, which brought Bill & Melinda Gates Foundation Trust around $6 Million.
More details on Bill & Melinda Gates Foundation Trust's insider transactions can be found in the Insider Trading History of Bill & Melinda Gates Foundation Trust table.Insider Trading History of Bill & Melinda Gates Foundation Trust
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Bill & Melinda Gates Foundation Trust Trading Performance
GuruFocus tracks the stock performance after each of Bill & Melinda Gates Foundation Trust's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bill & Melinda Gates Foundation Trust is 31%. GuruFocus also compares Bill & Melinda Gates Foundation Trust's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bill & Melinda Gates Foundation Trust within 3 months outperforms 14 times out of 15 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bill & Melinda Gates Foundation Trust's insider trading performs compared to the benchmark.
Performance of Bill & Melinda Gates Foundation Trust
Average Return
114.41%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 17.75 | 31 | 87.13 | 114.41 | 65.07 | 48.89 |
| Relative Return to S&P 500(%) | 14.59 | 37 | 78.82 | 89.52 | 48.19 | 37.51 |
Bill & Melinda Gates Foundation Trust Ownership Network
Ownership Network List of Bill & Melinda Gates Foundation Trust
Ownership Network Relation of Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust Owned Company Details
What does Schrodinger Inc do?
Who are the key executives at Schrodinger Inc?
Bill & Melinda Gates Foundation Trust is the 10 percent owner of Schrodinger Inc. Other key executives at Schrodinger Inc include EVP & CFO Geoffrey Craig Porges , See Remarks Robert Lorne Abel , and See Remarks Yvonne Tran .
Schrodinger Inc (SDGR) Insider Trades Summary
Over the past 18 months, Bill & Melinda Gates Foundation Trust made no insider transaction in Schrodinger Inc (SDGR). Other recent insider transactions involving Schrodinger Inc (SDGR) include a net sale of 60,758 shares made by Yvonne Tran , a net sale of 20,901 shares made by Kenneth Patrick Lorton , and a net sale of 66,886 shares made by Ramy Farid .
In summary, during the past 3 months, insiders sold 6,966 shares of Schrodinger Inc (SDGR) in total and bought 0 shares, with a net sale of 6,966 shares. During the past 18 months, 168,702 shares of Schrodinger Inc (SDGR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 168,702 shares.
Schrodinger Inc (SDGR)'s detailed insider trading history can be found in Insider Trading Tracker table.
Schrodinger Inc Insider Transactions
Bill & Melinda Gates Foundation Trust Mailing Address
Above is the net worth, insider trading, and ownership report for Bill & Melinda Gates Foundation Trust. You might contact Bill & Melinda Gates Foundation Trust via mailing address: 2365 Carillon Point, Kirkland Wa 98033.
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