J. Safra Sarasin Holding’s Bloom Energy BE Stock Holding History

J. Safra Sarasin Holding’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	-34,937	Closed	-$369K	–	470
2024 Q3	$369K	Buy	34,937 +3,240	+10%	+$38.4K	0.01%	406
2024 Q2	$388K	Buy	+31,697	New	+$404K	0.01%	417

Other funds holding BE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

J. Safra Sarasin Holding's BE Position: Q4 2024 in Review

J. Safra Sarasin Holding sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 34,937 shares — an estimated $369K sold.

J. Safra Sarasin Holding first reported a position in BE in Q2 2024 and held it in 2 quarters. The position peaked at $388K in Q2 2024. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

J. Safra Sarasin Holding reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
J. Safra Sarasin Holding sold 34,937 Bloom Energy shares in Q4 2024, an estimated $369K.
J. Safra Sarasin Holding first reported a position in Bloom Energy in Q2 2024 and held it in 2 quarters.
J. Safra Sarasin Holding's Bloom Energy position peaked at $388K in Q2 2024.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2024, filed 14 Feb 2025.