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Mather Group’s Bloom Energy BE Stock Holding History

Mather 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
2024
Q3 		– Sell
-5,876
Closed -$66K – 1760
2024
Q2 		$66K Buy
+5,876
New +$74.9K ﹤0.01% 922

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mather Group's BE Position: Q3 2024 in Review

Mather Group sold out of Bloom Energy (BE) in Q3 2024, closing a stake of 5,876 shares — an estimated $66K sold.

Mather Group first reported a position in BE in Q2 2024 and held it in 1 quarter. The position peaked at $66K in Q2 2024. 316 funds tracked by Wall St. Rank hold BE as of Q3 2024.

  • Mather Group reported no remaining Bloom Energy position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 5,876 Bloom Energy shares in Q3 2024, an estimated $66K.
  • Mather Group first reported a position in Bloom Energy in Q2 2024 and held it in 1 quarter.
  • Mather Group's Bloom Energy position peaked at $66K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.