Gates Foundation Trust
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Gates Foundation Trust’s Apple AAPL Stock Holding History

Gates Foundation Trust’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-52,815
Closed -$9.04M – 25
2023
Q3 		$9.04M Buy
+52,815
New +$9.69M 0.02% 23
2021
Q1 		– Sell
-1,002,088
Closed -$133M – 18
2020
Q4 		$133M Sell
1,002,088
-1,002,088
-50% -$121M 0.6% 13
2020
Q3 		$232M Hold
2,004,176
– – 1.05% 12
2020
Q2 		$183M Hold
2,004,176
– – 1.02% 12
2020
Q1 		$127M Buy
+2,004,176
New +$147M 0.73% 12

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gates Foundation Trust's AAPL Position: Q4 2023 in Review

Gates Foundation Trust sold out of Apple (AAPL) in Q4 2023, closing a stake of 52,815 shares — an estimated $9.04M sold.

Gates Foundation Trust first reported a position in AAPL in Q1 2020 and held it in 5 quarters. The position peaked at $232M in Q3 2020. 4,966 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Gates Foundation Trust reported no remaining Apple position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 52,815 Apple shares in Q4 2023, an estimated $9.04M.
  • Gates Foundation Trust first reported a position in Apple in Q1 2020 and held it in 5 quarters.
  • Gates Foundation Trust's Apple position peaked at $232M in Q3 2020.
  • 4,966 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.