HM Payson & Co’s Bloom Energy BE Stock Holding History

HM Payson & Co’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 Q1	–	Sell	-2,500	Closed	-$55K	–	1057
2021 Q4	$55K	Sell	2,500 -7,500	-75%	-$190K	﹤0.01%	589
2021 Q3	$187K	Hold	10,000	–	–	﹤0.01%	397
2021 Q2	$269K	Hold	10,000	–	–	0.01%	356
2021 Q1	$271K	Hold	10,000	–	–	0.01%	350
2020 Q4	$287K	Hold	10,000	–	–	0.01%	341
2020 Q3	$180K	Hold	10,000	–	–	0.01%	376
2020 Q2	$109K	Hold	10,000	–	–	﹤0.01%	425
2020 Q1	$52K	Buy	10,000 +2,000	+25%	+$17K	﹤0.01%	490
2019 Q4	$60K	Buy	8,000 +4,000	+100%	+$19.4K	﹤0.01%	550
2019 Q3	$13K	Buy	4,000 +3,000	+300%	+$22.4K	﹤0.01%	779
2019 Q2	$12K	Buy	+1,000	New	+$12.3K	﹤0.01%	796

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

HM Payson & Co's BE Position: Q1 2022 in Review

HM Payson & Co sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 2,500 shares — an estimated $55K sold.

HM Payson & Co first reported a position in BE in Q2 2019 and held it in 11 quarters. The position peaked at $287K in Q4 2020. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

HM Payson & Co reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
HM Payson & Co sold 2,500 Bloom Energy shares in Q1 2022, an estimated $55K.
HM Payson & Co first reported a position in Bloom Energy in Q2 2019 and held it in 11 quarters.
HM Payson & Co's Bloom Energy position peaked at $287K in Q4 2020.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on HM Payson & Co's 13F filing for Q1 2022, filed 12 May 2022.