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 $39.3 Billion dollars as of 2024-11-29. 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 $37.3 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 $1.1 Billion. 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 $430 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Bill & Melinda Gates Foundation Trust has not made any transactions after 2020-11-24 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Bill & Melinda Gates Foundation Trust

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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 .

Click here to see the complete history of Bill & Melinda Gates Foundation Trust’s form 4 insider trades.

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
LIMIT LIMIT 2010-02-26 10 percent owner
LIMIT LIMIT 2003-10-03 other: see footnote (1)
LIMIT LIMIT 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 $37.3 Billion and a weighting of 95.01%. Bill & Melinda Gates Foundation Trust owns 4,366,425 shares of Ecolab Inc (ECL) as of August 23, 2011, with a value of $1.1 Billion and a weighting of 2.75%. Bill & Melinda Gates Foundation Trust also owns 2,398,716 shares of AutoNation Inc (AN) as of February 16, 2012, with a value of $430 Million and a weighting of 1.09%. The other 2 stocks Republic Services Inc (RSG) , Schrodinger Inc (SDGR) have a combined weighting of 1.14% 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 77,313,900 483.08 37,348,798,812
ECL Ecolab Inc 2011-08-23 4,366,425 247.70 1,081,563,473
AN AutoNation Inc 2012-02-16 2,398,716 179.22 429,897,882
RSG Republic Services Inc 2003-10-03 1,350,000 218.28 294,678,000
SDGR Schrodinger Inc 2020-11-24 6,981,664 22.01 153,666,425

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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Bill & Melinda Gates Foundation Trust

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
15 out of 15 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 17.75 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 14.59 LIMIT LIMIT LIMIT LIMIT LIMIT

Bill & Melinda Gates Foundation Trust Ownership Network

Ownership Network List of Bill & Melinda Gates Foundation Trust

No Data

Ownership Network Relation of Bill & Melinda Gates Foundation Trust

Insider Network Chart

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 Chief Medical Officer Margaret Dugan , EVP & CFO Geoffrey Craig Porges , and See Remarks Robert Lorne Abel .

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 12,798 shares made by Yvonne Tran , a net sale of 10,901 shares made by Kenneth Patrick Lorton , and a net sale of 3,315 shares made by Geoffrey Craig Porges .

In summary, during the past 3 months, insiders sold 1,531 shares of Schrodinger Inc (SDGR) in total and bought 0 shares, with a net sale of 1,531 shares. During the past 18 months, 30,537 shares of Schrodinger Inc (SDGR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 30,537 shares.

Schrodinger Inc (SDGR)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Schrodinger Inc Insider Transactions

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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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