Edmond de Rothschild Holding’s Bloom Energy BE Stock Holding History

Edmond de Rothschild Holding’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
2021 Q4	–	Sell	-1,050	Closed	-$20K	–	826
2021 Q3	$20K	Buy	+1,050	New	+$22.2K	﹤0.01%	751

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Edmond de Rothschild Holding's BE Position: Q4 2021 in Review

Edmond de Rothschild Holding sold out of Bloom Energy (BE) in Q4 2021, closing a stake of 1,050 shares — an estimated $20K sold.

Edmond de Rothschild Holding first reported a position in BE in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 298 funds tracked by Wall St. Rank hold BE as of Q4 2021.

Edmond de Rothschild Holding reported no remaining Bloom Energy position as of Q4 2021 after selling out during the quarter.
Edmond de Rothschild Holding sold 1,050 Bloom Energy shares in Q4 2021, an estimated $20K.
Edmond de Rothschild Holding first reported a position in Bloom Energy in Q3 2021 and held it in 1 quarter.
Edmond de Rothschild Holding's Bloom Energy position peaked at $20K in Q3 2021.
298 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2021, filed 10 Feb 2022.