Essex Investment Management’s Bloom Energy BE Stock Holding History

Essex Investment 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
2024 Q1	–	Sell	-90,405	Closed	-$1.34M	–	313
2023 Q4	$1.34M	Sell	90,405 -720	-0.8%	-$9.01K	0.26%	135
2023 Q3	$1.21M	Buy	91,125 +3,993	+5%	+$62.6K	0.2%	161
2023 Q2	$1.42M	Sell	87,132 -84,452	-49%	-$1.36M	0.2%	159
2023 Q1	$3.42M	Sell	171,584 -4,000	-2%	-$87.6K	0.5%	59
2022 Q4	$3.36M	Buy	175,584 +46,897	+36%	+$921K	0.52%	58
2022 Q3	$2.57M	Buy	128,687 +54,872	+74%	+$1.24M	0.41%	74
2022 Q2	$1.22M	Hold	73,815	–	–	0.2%	157
2022 Q1	$1.78M	Buy	73,815 +5,448	+8%	+$106K	0.22%	139
2021 Q4	$1.5M	Buy	68,367 +11,740	+21%	+$297K	0.17%	179
2021 Q3	$1.06M	Sell	56,627 -36,493	-39%	-$772K	0.13%	215
2021 Q2	$2.5M	Buy	+93,120	New	+$2.26M	0.29%	113

Other funds holding BE

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

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Essex Investment Management's BE Position: Q1 2024 in Review

Essex Investment Management sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 90,405 shares — an estimated $1.34M sold.

Essex Investment Management first reported a position in BE in Q2 2021 and held it in 11 quarters. The position peaked at $3.42M in Q1 2023. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Essex Investment Management reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Essex Investment Management sold 90,405 Bloom Energy shares in Q1 2024, an estimated $1.34M.
Essex Investment Management first reported a position in Bloom Energy in Q2 2021 and held it in 11 quarters.
Essex Investment Management's Bloom Energy position peaked at $3.42M in Q1 2023.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Essex Investment Management's 13F filing for Q1 2024, filed 3 May 2024.