Fairman Group’s Bloom Energy BE Stock Holding History

Fairman Group’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 Q4	–	Sell	-9,844	Closed	-$104K	–	351
2024 Q3	$104K	Hold	9,844	–	–	0.09%	79
2024 Q2	$120K	Hold	9,844	–	–	0.12%	74
2024 Q1	$111K	Hold	9,844	–	–	0.1%	68
2023 Q4	$146K	Buy	+9,844	New	+$123K	0.14%	62

Other funds holding BE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fairman Group's BE Position: Q4 2024 in Review

Fairman Group sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 9,844 shares — an estimated $104K sold.

Fairman Group first reported a position in BE in Q4 2023 and held it in 4 quarters. The position peaked at $146K in Q4 2023. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

Fairman Group reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
Fairman Group sold 9,844 Bloom Energy shares in Q4 2024, an estimated $104K.
Fairman Group first reported a position in Bloom Energy in Q4 2023 and held it in 4 quarters.
Fairman Group's Bloom Energy position peaked at $146K in Q4 2023.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on Fairman Group's 13F filing for Q4 2024, filed 29 Jan 2025.