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Donor Advised Charitable Giving’s Bloom Energy BE Stock Holding History

Donor Advised Charitable Giving’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
2020
Q1 		– Sell
-187,179
Closed -$1.4M – 53
2019
Q4 		$1.4M Buy
+187,179
New +$908K 0.75% 6

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BlackRock
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Morgan Stanley
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Donor Advised Charitable Giving's BE Position: Q1 2020 in Review

Donor Advised Charitable Giving sold out of Bloom Energy (BE) in Q1 2020, closing a stake of 187,179 shares — an estimated $1.4M sold.

Donor Advised Charitable Giving first reported a position in BE in Q4 2019 and held it in 1 quarter. The position peaked at $1.4M in Q4 2019. 154 funds tracked by Wall St. Rank hold BE as of Q1 2020.

  • Donor Advised Charitable Giving reported no remaining Bloom Energy position as of Q1 2020 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 187,179 Bloom Energy shares in Q1 2020, an estimated $1.4M.
  • Donor Advised Charitable Giving first reported a position in Bloom Energy in Q4 2019 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Bloom Energy position peaked at $1.4M in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2020.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2020, filed 14 Apr 2020.