Bill Gates’s Toyota TM Stock Holding History

Bill Gates’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-153,300	Closed	-$19.6M	–	21
2013 Q3	$19.6M	Hold	153,300	–	–	0.1%	21
2013 Q2	$18.5M	Buy	+153,300	New	+$17.9M	0.1%	20

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bill Gates's TM Position: Q4 2013 in Review

Bill Gates sold out of Toyota (TM) in Q4 2013, closing a stake of 153,300 shares — an estimated $19.6M sold.

Bill Gates first reported a position in TM in Q2 2013 and held it in 2 quarters. The position peaked at $19.6M in Q3 2013. 338 funds tracked by Wall St. Rank hold TM as of Q4 2013.

Bill Gates reported no remaining Toyota position as of Q4 2013 after selling out during the quarter.
Bill Gates sold 153,300 Toyota shares in Q4 2013, an estimated $19.6M.
Bill Gates first reported a position in Toyota in Q2 2013 and held it in 2 quarters.
Bill Gates's Toyota position peaked at $19.6M in Q3 2013.
338 funds tracked by Wall St. Rank held Toyota as of Q4 2013.

Based on Gates Foundation Trust's 13F filing for Q4 2013, filed 14 Feb 2014.