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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
2021
Q1 		– Sell
-19,000
Closed -$545K – 1632
2020
Q4 		$545K Sell
19,000
-21,700
-53% -$463K ﹤0.01% 1106
2020
Q3 		$731K Buy
+40,700
New +$607K 0.01% 893

Other funds holding BE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
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.