Jacobs Levy Equity Management’s Bloom Energy BE Stock Holding History

Jacobs Levy Equity Management’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
2020 Q4	–	Sell	-27,015	Closed	-$485K	–	1018
2020 Q3	$485K	Sell	27,015 -600	-2%	-$8.96K	0.01%	797
2020 Q2	$300K	Hold	27,615	–	–	﹤0.01%	887
2020 Q1	$144K	Hold	27,615	–	–	﹤0.01%	928
2019 Q4	$206K	Sell	27,615 -169,765	-86%	-$823K	﹤0.01%	934
2019 Q3	$641K	Buy	+197,380	New	+$1.48M	0.01%	685

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Jacobs Levy Equity Management's BE Position: Q4 2020 in Review

Jacobs Levy Equity Management sold out of Bloom Energy (BE) in Q4 2020, closing a stake of 27,015 shares — an estimated $485K sold.

Jacobs Levy Equity Management first reported a position in BE in Q3 2019 and held it in 5 quarters. The position peaked at $641K in Q3 2019. 261 funds tracked by Wall St. Rank hold BE as of Q4 2020.

Jacobs Levy Equity Management reported no remaining Bloom Energy position as of Q4 2020 after selling out during the quarter.
Jacobs Levy Equity Management sold 27,015 Bloom Energy shares in Q4 2020, an estimated $485K.
Jacobs Levy Equity Management first reported a position in Bloom Energy in Q3 2019 and held it in 5 quarters.
Jacobs Levy Equity Management's Bloom Energy position peaked at $641K in Q3 2019.
261 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2020, filed 16 Feb 2021.