Clarius Group LLC’s Bloom Energy BE Stock Holding History

Clarius Group LLC’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 Q1	–	Sell	-10,578	Closed	-$202K	–	517
2022 Q4	$202K	Hold	10,578	–	–	0.02%	480
2022 Q3	$211K	Sell	10,578 -520	-5%	-$11.7K	0.02%	441
2022 Q2	$183K	Hold	11,098	–	–	0.02%	449
2022 Q1	$243K	Hold	11,098	–	–	0.02%	420
2021 Q4	$243K	Hold	11,098	–	–	0.02%	420
2021 Q3	$208K	Hold	11,098	–	–	0.02%	397
2021 Q2	$298K	Hold	11,098	–	–	0.03%	312
2021 Q1	$300K	Hold	11,098	–	–	0.03%	287
2020 Q4	$318K	Hold	11,098	–	–	0.03%	251
2020 Q3	$199K	Buy	+11,098	New	+$166K	0.03%	283

Other funds holding BE

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Clarius Group LLC's BE Position: Q1 2023 in Review

Clarius Group LLC sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 10,578 shares — an estimated $202K sold.

Clarius Group LLC first reported a position in BE in Q3 2020 and held it in 10 quarters. The position peaked at $318K in Q4 2020. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Clarius Group LLC reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Clarius Group LLC sold 10,578 Bloom Energy shares in Q1 2023, an estimated $202K.
Clarius Group LLC first reported a position in Bloom Energy in Q3 2020 and held it in 10 quarters.
Clarius Group LLC's Bloom Energy position peaked at $318K in Q4 2020.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Clarius Group LLC's 13F filing for Q1 2023, filed 17 Apr 2023.