Elgethun Capital Management’s Bloom Energy BE Stock Holding History

Elgethun Capital 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
2020 Q3	–	Sell	-5,000	Closed	-$54K	–	95
2020 Q2	$54K	Sell	5,000 -5,612	-53%	-$43.8K	0.03%	93
2020 Q1	$56K	Hold	10,612	–	–	0.03%	95
2019 Q4	$79K	Hold	10,612	–	–	0.04%	92
2019 Q3	$35K	Hold	10,612	–	–	0.02%	91
2019 Q2	$130K	Hold	10,612	–	–	0.07%	89
2019 Q1	$137K	Buy	+10,612	New	+$130K	0.08%	88

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elgethun Capital Management's BE Position: Q3 2020 in Review

Elgethun Capital Management sold out of Bloom Energy (BE) in Q3 2020, closing a stake of 5,000 shares — an estimated $54K sold.

Elgethun Capital Management first reported a position in BE in Q1 2019 and held it in 6 quarters. The position peaked at $137K in Q1 2019. 204 funds tracked by Wall St. Rank hold BE as of Q3 2020.

Elgethun Capital Management reported no remaining Bloom Energy position as of Q3 2020 after selling out during the quarter.
Elgethun Capital Management sold 5,000 Bloom Energy shares in Q3 2020, an estimated $54K.
Elgethun Capital Management first reported a position in Bloom Energy in Q1 2019 and held it in 6 quarters.
Elgethun Capital Management's Bloom Energy position peaked at $137K in Q1 2019.
204 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2020.

Based on Elgethun Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.