Eaton Financial Holdings’s Bloom Energy BE Stock Holding History

Eaton Financial Holdings’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	-13,683	Closed	-$181K	–	154
2023 Q3	$181K	Buy	+13,683	New	+$214K	0.05%	154

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

Eaton Financial Holdings's BE Position: Q4 2023 in Review

Eaton Financial Holdings sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 13,683 shares — an estimated $181K sold.

Eaton Financial Holdings first reported a position in BE in Q3 2023 and held it in 1 quarter. The position peaked at $181K in Q3 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Eaton Financial Holdings reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 13,683 Bloom Energy shares in Q4 2023, an estimated $181K.
Eaton Financial Holdings first reported a position in Bloom Energy in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's Bloom Energy position peaked at $181K in Q3 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.