Bartlett & Co’s Bloom Energy BE Stock Holding History

Bartlett & Co’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 Q4	–	Sell	-1,750	Closed	-$23K	–	1201
2023 Q3	$23K	Hold	1,750	–	–	﹤0.01%	788
2023 Q2	$29K	Hold	1,750	–	–	﹤0.01%	750
2023 Q1	$35K	Hold	1,750	–	–	﹤0.01%	614
2022 Q4	$33K	Hold	1,750	–	–	﹤0.01%	639
2022 Q3	$35K	Hold	1,750	–	–	﹤0.01%	618
2022 Q2	$29K	Hold	1,750	–	–	﹤0.01%	666
2022 Q1	$42K	Buy	+1,750	New	+$34.2K	﹤0.01%	610
2021 Q4	–	Sell	-1,750	Closed	-$33K	–	447
2021 Q3	$33K	Hold	1,750	–	–	﹤0.01%	564
2021 Q2	$47K	Hold	1,750	–	–	﹤0.01%	519
2021 Q1	$47K	Hold	1,750	–	–	﹤0.01%	547
2020 Q4	$50K	Hold	1,750	–	–	﹤0.01%	526
2020 Q3	$31K	Hold	1,750	–	–	﹤0.01%	556
2020 Q2	$19K	Buy	+1,750	New	+$13.7K	﹤0.01%	610

Other funds holding BE

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Bartlett & Co's BE Position: Q4 2023 in Review

Bartlett & Co sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 1,750 shares — an estimated $23K sold.

Bartlett & Co first reported a position in BE in Q2 2020 and held it in 13 quarters. The position peaked at $50K in Q4 2020. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Bartlett & Co reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Bartlett & Co sold 1,750 Bloom Energy shares in Q4 2023, an estimated $23K.
Bartlett & Co first reported a position in Bloom Energy in Q2 2020 and held it in 13 quarters.
Bartlett & Co's Bloom Energy position peaked at $50K in Q4 2020.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.