Desjardins Global Asset Management’s Bloom Energy BE Stock Holding History

Desjardins Global 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 Q4	–	Sell	-591	Closed	-$7.84K	–	662
2023 Q3	$7.84K	Hold	591	–	–	﹤0.01%	654
2023 Q2	$9.66K	Buy	591 +10	+2%	+$162	﹤0.01%	622
2023 Q1	$12K	Buy	581 +16	+3%	+$350	﹤0.01%	612
2022 Q4	$10K	Buy	565 +145	+35%	+$2.85K	﹤0.01%	478
2022 Q3	$8K	Buy	+420	New	+$9.46K	﹤0.01%	471

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

Desjardins Global Asset Management's BE Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 591 shares — an estimated $7.84K sold.

Desjardins Global Asset Management first reported a position in BE in Q3 2022 and held it in 5 quarters. The position peaked at $12K in Q1 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Desjardins Global Asset Management reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 591 Bloom Energy shares in Q4 2023, an estimated $7.84K.
Desjardins Global Asset Management first reported a position in Bloom Energy in Q3 2022 and held it in 5 quarters.
Desjardins Global Asset Management's Bloom Energy position peaked at $12K in Q1 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.