1832 Asset Management’s Bloom Energy BE Stock Holding History

1832 Asset Management’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-237,184	Closed	-$4.73M	–	852
2023 Q1	$4.73M	Buy	237,184 +26,719	+13%	+$585K	0.01%	408
2022 Q4	$4.02M	Buy	210,465 +56,503	+37%	+$1.11M	0.01%	441
2022 Q3	$3.08M	Buy	+153,962	New	+$3.47M	0.01%	465
2022 Q1	–	Sell	-103,727	Closed	-$2.29M	–	935
2021 Q4	$2.29M	Sell	103,727 -34,612	-25%	-$875K	﹤0.01%	395
2021 Q3	$2.58M	Sell	138,339 -4,400	-3%	-$93.1K	﹤0.01%	426
2021 Q2	$3.87M	Buy	142,739 +80,139	+128%	+$1.94M	0.01%	394
2021 Q1	$1.59M	Sell	62,600 -1,800	-3%	-$58.7K	﹤0.01%	414
2020 Q4	$1.84M	Buy	+64,400	New	+$1.37M	﹤0.01%	458

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1832 Asset Management's BE Position: Q2 2023 in Review

1832 Asset Management sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 237,184 shares — an estimated $4.73M sold.

1832 Asset Management first reported a position in BE in Q4 2020 and held it in 8 quarters. The position peaked at $4.73M in Q1 2023. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

1832 Asset Management reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
1832 Asset Management sold 237,184 Bloom Energy shares in Q2 2023, an estimated $4.73M.
1832 Asset Management first reported a position in Bloom Energy in Q4 2020 and held it in 8 quarters.
1832 Asset Management's Bloom Energy position peaked at $4.73M in Q1 2023.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on 1832 Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.