Aperio Group’s Bloom Energy BE Stock Holding History

Aperio Group’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
2020 Q4	$439K	Buy	15,323 +4,513	+42%	+$96.3K	﹤0.01%	2025
2020 Q3	$194K	Sell	10,810 -3,633	-25%	-$54.2K	﹤0.01%	2238
2020 Q2	$157K	Buy	+14,443	New	+$113K	﹤0.01%	2220

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aperio Group's BE Position: Q4 2020 in Review

Aperio Group increased its Bloom Energy (BE) stake by 42% in Q4 2020, buying an estimated $96.3K and bringing the position to 15,323 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Aperio Group first reported a position in BE in Q2 2020 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold BE as of Q4 2020.

Aperio Group held 15,323 shares of Bloom Energy worth $439K as of Q4 2020.
Aperio Group bought 4,513 Bloom Energy shares in Q4 2020, an estimated $96.3K.
Bloom Energy made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2025 holding.
Aperio Group first reported a position in Bloom Energy in Q2 2020 and has held it in 3 quarters since.
261 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.