Gates Foundation Trust
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Gates Foundation Trust’s Goldman Sachs GS Stock Holding History

Gates Foundation Trust’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,060
Closed -$2.28M – 44
2023
Q3 		$2.28M Buy
+7,060
New +$2.36M 0.01% 56

Other funds holding GS

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Gates Foundation Trust sold out of Goldman Sachs (GS) in Q4 2023, closing a stake of 7,060 shares — an estimated $2.28M sold.

Gates Foundation Trust first reported a position in GS in Q3 2023 and held it in 1 quarter. The position peaked at $2.28M in Q3 2023. 1,968 funds tracked by Wall St. Rank hold GS as of Q4 2023.

  • Gates Foundation Trust reported no remaining Goldman Sachs position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 7,060 Goldman Sachs shares in Q4 2023, an estimated $2.28M.
  • Gates Foundation Trust first reported a position in Goldman Sachs in Q3 2023 and held it in 1 quarter.
  • Gates Foundation Trust's Goldman Sachs position peaked at $2.28M in Q3 2023.
  • 1,968 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2023.

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