Bill Gates - Bill & Melinda Gates Foundation Trust 13F Activity & Position Changes (Q1 2023)
According to the SEC 13F filed on May 15, 2023, the Bill & Melinda Gates Foundation Trust portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2023. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2023, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Berkshire Hathaway Inc. New
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2023
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-5,000,000
|