Disciplined Investments’s Bloom Energy BE Stock Holding History

Disciplined 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	-10	Closed	-$199	–	1694
2023 Q1	$199	Hold	10	–	–	﹤0.01%	1479
2022 Q4	$191	Buy	10 +1	+11%	+$20	﹤0.01%	1436
2022 Q3	$0	Buy	9 +3	+50%	+$68	﹤0.01%	1239
2022 Q2	$0	Buy	+6	New	+$110	﹤0.01%	1269

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

Disciplined Investments's BE Position: Q2 2023 in Review

Disciplined Investments sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 10 shares — an estimated $199 sold.

Disciplined Investments first reported a position in BE in Q2 2022 and held it in 4 quarters. The position peaked at $199 in Q1 2023. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Disciplined Investments reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 10 Bloom Energy shares in Q2 2023, an estimated $199.
Disciplined Investments first reported a position in Bloom Energy in Q2 2022 and held it in 4 quarters.
Disciplined Investments's Bloom Energy position peaked at $199 in Q1 2023.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.