Copy Invest | Sonar Terminal

Bill Gates - Gates Foundation Trust

217 trades · 200 closed · 17 open · Win rate: 38.2% · Avg return: +23.7% · Median return: 0%

⚠ 37 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
WMT - Walmart Inc.	Q2 2006	$16.06	Open	$113.70	+608.12%	Open	History

BRK.B - Berkshire Hathaway CL B	Q2 2010	$79.69	Open	$491.09	+516.25%	Open	History

ECL - Ecolab Inc.	Q2 2010	$44.91	Open	$269.75	+500.65%	Open	History

CVNA - Carvana Co.	Q2 2022	$4.52	Q1 2024	$17.58	+288.94%	Closed	History

IIF - Ms India Invest	Q1 2003	$9.29	Q4 2004	$30.96	+233.26%	Closed	History

COST - Costco Wholesale Corp.	Q3 2002	$32.37	Q3 2012	$100.13	+209.33%	Closed	History

RSG - Republic Services, Inc.	Q1 2003	$13.23	Q1 2015	$40.56	+206.65%	Closed	History

FS - Four Seasons Hotel Inc.	Q1 2003	$27.17	Q1 2007	$80.30	+195.55%	Closed	History

GOOGL - Alphabet Inc.	Q1 2020	$58.10	Q4 2021	$144.85	+149.33%	Closed	History

GOOG - Alphabet Inc.	Q1 2020	$58.14	Q4 2021	$144.68	+148.84%	Closed	History

AN - AutoNation, Inc.	Q1 2008	$14.97	Q1 2019	$35.72	+138.61%	Closed	History

HNIB - Iac Interactivecorp	Q3 2008	$17.30	Q3 2011	$39.55	+128.61%	Closed	History

TWTR - Twitter Inc	Q1 2020	$24.56	Q4 2020	$54.15	+120.48%	Closed	History

UCL - Unocal Corp	Q4 2002	$30.58	Q2 2005	$65.05	+112.72%	Closed	History

MHS - Medco Health Solutions Inc	Q3 2003	$25.93	Q3 2005	$54.83	+111.45%	Closed	History

AAPL - Apple Inc.	Q1 2020	$63.57	Q4 2020	$132.69	+108.72%	Closed	History

MSGS - Madison Square Garden Sports Corp.	Q3 2021	$185.95	Open	$384.23	+106.63%	Open	History

DIS - The Walt Disney Co.	Q3 2002	$14.94	Q3 2008	$30.69	+105.48%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q4 2010	$55.92	Q1 2013	$113.50	+102.97%	Closed	History

MBGAF - Daimlerchrysler Ag	Q3 2006	$50.09	Q3 2007	$100.42	+100.48%	Closed	History

AMX - America Movil S A De C V	Q2 2005	$9.94	Q3 2006	$19.69	+98.14%	Closed	History

BAX - Baxter International Inc.	Q2 2003	$14.12	Q1 2009	$27.82	+97.00%	Closed	History

CSX - CSX Corp.	Q2 2009	$3.85	Q3 2012	$6.92	+79.76%	Closed	History

1411467D - Coca Cola Enterprises Inc	Q4 2008	$12.03	Q4 2009	$21.20	+76.23%	Closed	History

DE - Deere & Co.	Q3 2021	$335.07	Open	$584.40	+74.41%	Open	History

MTB - M&T Bank Corp.	Q2 2009	$50.93	Q1 2011	$88.47	+73.71%	Closed	History

RPI - Respironics Inc	Q4 2006	$37.75	Q4 2007	$65.48	+73.46%	Closed	History

MSFT - Microsoft Corp.	Q3 2021	$281.92	Q4 2025	$483.62	+71.55%	Closed	History

MSFT - Microsoft Corp.	Q2 2017	$68.93	Q1 2019	$117.94	+71.10%	Closed	History

AMZN - Amazon.com, Inc.	Q1 2020	$97.49	Q4 2020	$162.85	+67.04%	Closed	History

LMIG - Liberty Global Inc	Q2 2011	$45.04	Q1 2013	$73.40	+62.97%	Closed	History

WST - West Pharmaceutical Services, Inc.	Q1 2025	$223.88	Open	$357.65	+59.75%	Open	History

TM - Toyota Motor Corp.	Q2 2012	$80.48	Q3 2013	$128.03	+59.08%	Closed	History

EICU - Visicu Inc	Q3 2007	$7.58	Q4 2007	$11.87	+56.60%	Closed	History

AN - AutoNation, Inc.	Q3 2002	$11.52	Q3 2003	$17.54	+52.26%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q1 2020	$194.48	Q3 2020	$293.98	+51.16%	Closed	History

UV2A - Univision Communications Inc.	Q3 2002	$22.80	Q3 2006	$34.34	+50.61%	Closed	History

NSC - Norfolk Southern Corp.	Q3 2006	$44.05	Q3 2008	$66.21	+50.31%	Closed	History

HSP - Hospira Inc	Q2 2004	$27.60	Q3 2007	$41.45	+50.18%	Closed	History

DUK - Duke Energy Corp.	Q3 2002	$34.08	Q1 2006	$50.82	+49.10%	Closed	History

IFN - India Fd Inc	Q1 2005	$27.17	Q4 2005	$39.73	+46.23%	Closed	History

SJR - Shaw Communications Inc.	Q3 2002	$8.32	Q3 2003	$12.16	+46.15%	Closed	History

597730Q - Extended Stay America	Q1 2003	$10.10	Q4 2003	$14.48	+43.37%	Closed	History

8676 - Korea Fd	Q4 2004	$24.06	Q4 2006	$34.17	+42.02%	Closed	History

CMCSA - Comcast Corp.	Q2 2011	$11.87	Q3 2012	$16.76	+41.16%	Closed	History

DKS - DICK'S Sporting Goods, Inc.	Q2 2008	$17.74	Q4 2009	$24.87	+40.19%	Closed	History

BUD - Anheuser-Busch InBev SA/NV	Q2 2023	$56.72	Open	$79.37	+39.93%	Open	History

AON-W - Aon Corp	Q3 2005	$32.08	Q3 2007	$44.81	+39.68%	Closed	History

CCI - Crown Castle Inc.	Q4 2014	$78.70	Q2 2025	$102.73	+30.53%	Closed	History

MOO - Monsanto Co New	Q2 2010	$46.22	Q3 2011	$60.04	+29.90%	Closed	History

GAS - Agl Res Inc	Q3 2004	$30.77	Q3 2007	$39.62	+28.76%	Closed	History

ABT - Abbott Laboratories	Q3 2002	$18.14	Q1 2009	$22.89	+26.20%	Closed	History

PCAR - PACCAR Inc	Q3 2024	$98.68	Open	$123.94	+25.60%	Open	History

WCN - Waste Connections, Inc.	Q3 2022	$135.13	Open	$169.57	+25.49%	Open	History

SIG - Signet Jewelers Ltd.	Q4 2012	$53.40	Q1 2013	$67.00	+25.47%	Closed	History

ONON - On Holdings AG	Q3 2021	$30.13	Open	$37.74	+25.26%	Open	History

AES - The AES Corp.	Q2 2005	$16.38	Q3 2006	$20.39	+24.48%	Closed	History

XTO - Xto Energy Inc	Q2 2009	$38.14	Q1 2010	$47.18	+23.70%	Closed	History

ORBK - Orbotech Ltd	Q4 2012	$8.47	Q1 2013	$10.08	+19.01%	Closed	History

DVN - Devon Energy Corp.	Q2 2009	$54.50	Q3 2010	$64.74	+18.79%	Closed	History

1059153Q - Saffron Fund Inc	Q3 2003	$7.94	Q1 2004	$9.34	+17.63%	Closed	History

D - Dominion Energy, Inc.	Q3 2004	$32.63	Q3 2006	$38.25	+17.23%	Closed	History

TYI - Tyco Intl Ltd New	Q2 2005	$29.20	Q2 2007	$33.79	+15.72%	Closed	History

CIN - Cinergy Corp	Q3 2004	$39.60	Q1 2006	$45.41	+14.67%	Closed	History

AEE - Ameren Corp.	Q3 2004	$46.15	Q3 2006	$52.79	+14.39%	Closed	History

AMX - America Movil SAb De Cv	Q2 2009	$19.36	Q3 2011	$22.08	+14.05%	Closed	History

SAFM - Sanderson Farms Inc	Q4 2021	$191.08	Q2 2022	$215.53	+12.80%	Closed	History

VLTO - Veralto Corp.	Q4 2023	$82.26	Open	$91.90	+11.72%	Open	History

SPL - Schering Plough Corp	Q3 2002	$21.32	Q1 2009	$23.55	+10.46%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2010	$131.27	Q3 2010	$144.58	+10.14%	Closed	History

ED - Consolidated Edison, Inc.	Q3 2004	$42.04	Q3 2006	$46.20	+9.90%	Closed	History

GXP - Great Plains Energy Inc	Q3 2004	$29.15	Q4 2006	$31.80	+9.09%	Closed	History

PG - The Procter & Gamble Co.	Q3 2012	$69.36	Q3 2013	$75.59	+8.98%	Closed	History

CMCSK - Comcast Corp New	Q4 2007	$18.12	Q3 2008	$19.72	+8.83%	Closed	History

BU3 - Bunge Limited	Q1 2005	$53.88	Q3 2006	$57.95	+7.55%	Closed	History

MBGAF - Daimler Ag	Q3 2008	$50.50	Q4 2009	$53.30	+5.54%	Closed	History

TTF - Thai Fund Inc	Q1 2014	$10.83	Q2 2014	$11.22	+3.60%	Closed	History

TSCO - Tractor Supply Co.	Q1 2007	$2.58	Q4 2009	$2.65	+2.85%	Closed	History

DUKG - Duke Energy Corp New	Q2 2006	$29.37	Q3 2006	$30.20	+2.83%	Closed	History

ALV - Autoliv, Inc.	Q4 2012	$48.55	Q1 2013	$49.81	+2.60%	Closed	History

UPS - United Parcel Service, Inc.	Q4 2002	$63.08	Q3 2003	$63.80	+1.14%	Closed	History

CX - CEMEX, S.A.B. de C.V.	Q2 2011	$6.80	Q3 2012	$6.85	+0.73%	Closed	History

CVX - Chevron Corp.	Q3 2005	$64.73	Q3 2006	$64.86	+0.20%	Closed	History

1664784D - Pharmasset Inc	Q1 2009	$9.82	Q1 2009	$9.82	+0.00%	Closed	History

3570354Q - Centex Corp New	Q3 2006	$52.62	Q3 2006	$52.62	+0.00%	Closed	History

41IS - Unilever Plc	Q3 2023	$49.40	Q3 2023	$49.40	+0.00%	Closed	History

6683 - General Elec Co	Q1 2004	$30.52	Q1 2004	$30.52	+0.00%	Closed	History

AAPL - Apple Inc.	Q3 2023	$171.21	Q3 2023	$171.21	+0.00%	Closed	History

ADBE - Adobe Inc.	Q3 2023	$509.90	Q3 2023	$509.90	+0.00%	Closed	History

AFRM - Affirm Holdings, Inc.	Q3 2021	$119.13	Q3 2021	$119.13	+0.00%	Closed	History

ALTH - Allos Therapeutics Inc	Q1 2009	$6.18	Q1 2009	$6.18	+0.00%	Closed	History

AMAG - Amag Pharmaceuticals Inc	Q1 2009	$36.78	Q1 2009	$36.78	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q3 2023	$138.45	Q3 2023	$138.45	+0.00%	Closed	History

AMGN - Amgen Inc.	Q3 2023	$268.76	Q3 2023	$268.76	+0.00%	Closed	History

AMP - Ameriprise Financial, Inc.	Q3 2023	$329.68	Q3 2023	$329.68	+0.00%	Closed	History

AMT - American Tower Corp.	Q3 2023	$164.45	Q3 2023	$164.45	+0.00%	Closed	History

AMZN - Amazon.com, Inc.	Q3 2023	$127.12	Q3 2023	$127.12	+0.00%	Closed	History

APD - Air Products and Chemicals, Inc.	Q3 2013	$98.58	Q3 2013	$98.58	+0.00%	Closed	History

ARYX - Aryx Therapeutics Inc	Q1 2009	$3.40	Q1 2009	$3.40	+0.00%	Closed	History

AUXL - Auxilium Pharmaceuticals Inc	Q1 2009	$27.72	Q1 2009	$27.72	+0.00%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.