13F filing recap · Q1 2008

What did Bill & Melinda Gates Foundation Trust buy in Q1 2008?

Reported stock-position changes between this filing and the previous one.

Stock value

$9.48B

Positions

Estimated turnover

2.2%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

WMWashington Mutual$30.90Mreported value+3.00M shares MLMMartin Marietta Materials Inc$26.54Mreported value+250.0K shares ANAutonation, Inc.$11.98Mreported value+800.0K shares ANSSAnsys Inc$657.0Kreported value+19.0K shares

Increased positions

WMTWalmart Inc.$250.39Mreported value+250.0K shares+5.6%MCDMcdonald’s Corporation$240.79Mreported value+760.0K shares+21.4%CCICrown Castle Inc.$183.93Mreported value+332.9K shares+6.7%AIGAmerican International Group, Inc.$43.25Mreported value+500.0K shares

Exited positions

RESPRespironics Inc$32.74Mprior reported value-500.0K shares-100.0%EICUVisicu Inc$7.28Mprior reported value-613.0K shares-100.0%CLHClean Harbors, Inc$3.78Mprior reported value-73.1K shares-100.0%QDHCQuadramed Corp$103.0Kprior reported value-54.8K shares