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Hellman Jordan Management Company’s Bloom Energy BE Stock Holding History

Hellman Jordan Management Company’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
2022
Q4 		$244K Sell
12,759
-1,327
-9% -$26.1K 0.41% 40
2022
Q3 		$282K Sell
14,086
-914
-6% -$20.6K 0.49% 43
2022
Q2 		$247K Hold
15,000
– – 0.33% 50
2022
Q1 		$362K Hold
15,000
– – 0.39% 55
2021
Q4 		$329K Buy
+15,000
New +$379K 0.39% 57

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hellman Jordan Management Company's BE Position: Q4 2022 in Review

Hellman Jordan Management Company reduced its Bloom Energy (BE) stake by 9.4% in Q4 2022, selling an estimated $26.1K and leaving 12,759 shares worth $244K. The position accounts for 0.41% of the portfolio, ranked #40.

Hellman Jordan Management Company first reported a position in BE in Q4 2021 and has held it in 5 quarters since. The position peaked at $362K in Q1 2022. 328 funds tracked by Wall St. Rank hold BE as of Q4 2022.

  • Hellman Jordan Management Company held 12,759 shares of Bloom Energy worth $244K as of Q4 2022.
  • Hellman Jordan Management Company sold 1,327 Bloom Energy shares in Q4 2022, an estimated $26.1K.
  • Bloom Energy made up 0.41% of Hellman Jordan Management Company's portfolio in Q4 2022, its #40 holding.
  • Hellman Jordan Management Company first reported a position in Bloom Energy in Q4 2021 and has held it in 5 quarters since.
  • Hellman Jordan Management Company's Bloom Energy position peaked at $362K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.