Dalton Investments’s Bloom Energy BE Stock Holding History

Dalton Investments’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	-56,800	Closed	-$1.13M	–	28
2023 Q1	$1.13M	Buy	56,800 +16,800	+42%	+$368K	0.99%	16
2022 Q4	$765K	Buy	+40,000	New	+$786K	0.66%	17

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

Dalton Investments's BE Position: Q2 2023 in Review

Dalton Investments sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 56,800 shares — an estimated $1.13M sold.

Dalton Investments first reported a position in BE in Q4 2022 and held it in 2 quarters. The position peaked at $1.13M in Q1 2023. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Dalton Investments reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Dalton Investments sold 56,800 Bloom Energy shares in Q2 2023, an estimated $1.13M.
Dalton Investments first reported a position in Bloom Energy in Q4 2022 and held it in 2 quarters.
Dalton Investments's Bloom Energy position peaked at $1.13M in Q1 2023.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Dalton Investments's 13F filing for Q2 2023, filed 10 Aug 2023.