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Horan Securities’s Bloom Energy BE Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-100
Closed -$1.64K – 150
2023
Q2 		$1.64K Hold
100
– – ﹤0.01% 585
2023
Q1 		$1.99K Hold
100
– – ﹤0.01% 566
2022
Q4 		$1.91K Hold
100
– – ﹤0.01% 562
2022
Q3 		$2K Sell
100
-113
-53% -$2.55K ﹤0.01% 471
2022
Q2 		$4K Buy
213
+113
+113% +$2.07K ﹤0.01% 433
2022
Q1 		$2K Sell
100
-847
-89% -$16.5K ﹤0.01% 441
2021
Q4 		$21K Buy
+947
New +$24K 0.01% 238
2021
Q2 		$25K Buy
947
+100
+12% +$2.42K 0.02% 218
2021
Q1 		$23K Buy
847
+450
+113% +$14.7K 0.02% 202
2020
Q4 		$11K Sell
397
-1,863
-82% -$39.8K 0.01% 244
2020
Q3 		$41K Sell
2,260
-786
-26% -$11.7K 0.04% 115
2020
Q2 		$33K Buy
+3,046
New +$23.8K 0.04% 93

Other funds holding BE

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Horan Securities's BE Position: Q3 2023 in Review

Horan Securities sold out of Bloom Energy (BE) in Q3 2023, closing a stake of 100 shares — an estimated $1.64K sold.

Horan Securities first reported a position in BE in Q2 2020 and held it in 12 quarters. The position peaked at $41K in Q3 2020. 311 funds tracked by Wall St. Rank hold BE as of Q3 2023.

  • Horan Securities reported no remaining Bloom Energy position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 100 Bloom Energy shares in Q3 2023, an estimated $1.64K.
  • Horan Securities first reported a position in Bloom Energy in Q2 2020 and held it in 12 quarters.
  • Horan Securities's Bloom Energy position peaked at $41K in Q3 2020.
  • 311 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.