Jefferies Group’s Bloom Energy BE Stock Holding History

Jefferies Group’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 Q3	$420K	Buy	+20,999	New	+$473K	﹤0.01%	1097
2021 Q3	–	Sell	-94,269	Closed	-$2.53M	–	1713
2021 Q2	$2.53M	Buy	94,269 +63,009	+202%	+$1.53M	0.02%	669
2021 Q1	$846K	Buy	31,260 +15,260	+95%	+$498K	0.01%	954
2020 Q4	$459K	Sell	16,000 -12,000	-43%	-$256K	﹤0.01%	1169
2020 Q3	$503K	Buy	+28,000	New	+$418K	0.01%	988
2019 Q3	–	Sell	-46,600	Closed	-$572K	–	2711
2019 Q2	$572K	Buy	+46,600	New	+$572K	﹤0.01%	1606

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Jefferies Group's BE Position: Q3 2022 in Review

Jefferies Group opened a new position in Bloom Energy (BE) in Q3 2022: 20,999 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Jefferies Group previously reported a position in BE as recently as Q2 2021.

Jefferies Group first reported a position in BE in Q2 2019 and has held it in 6 quarters since. The position peaked at $2.53M in Q2 2021. 309 funds tracked by Wall St. Rank hold BE as of Q3 2022.

Jefferies Group held 20,999 shares of Bloom Energy worth $420K as of Q3 2022.
Bloom Energy was a new Jefferies Group position in Q3 2022.
Bloom Energy made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1097 holding.
Jefferies Group first reported a position in Bloom Energy in Q2 2019 and has held it in 6 quarters since.
Jefferies Group's Bloom Energy position peaked at $2.53M in Q2 2021.
309 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.