Osborn Williams & Donohoe’s Bloom Energy BE Stock Holding History

Osborn Williams & Donohoe’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 Q1	$272K	Buy	52,050 +17,000	+49%	+$144K	0.04%	229
2019 Q4	$262K	Buy	+35,050	New	+$170K	0.03%	280
2019 Q3	–	Sell	-51,850	Closed	-$636K	–	306
2019 Q2	$636K	Buy	51,850 +15,737	+44%	+$193K	0.07%	203
2019 Q1	$452K	Buy	36,113 +7,113	+25%	+$87K	0.05%	252
2018 Q4	$289K	Buy	29,000 +12,250	+73%	+$237K	0.05%	188
2018 Q3	$571K	Buy	+16,750	New	+$468K	0.09%	161

Other funds holding BE

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Osborn Williams & Donohoe's BE Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its Bloom Energy (BE) stake by 49% in Q1 2020, buying an estimated $144K and bringing the position to 52,050 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #229.

Osborn Williams & Donohoe first reported a position in BE in Q3 2018 and has held it in 6 quarters since. The position peaked at $636K in Q2 2019. 154 funds tracked by Wall St. Rank hold BE as of Q1 2020.

Osborn Williams & Donohoe held 52,050 shares of Bloom Energy worth $272K as of Q1 2020.
Osborn Williams & Donohoe bought 17,000 Bloom Energy shares in Q1 2020, an estimated $144K.
Bloom Energy made up 0.04% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #229 holding.
Osborn Williams & Donohoe first reported a position in Bloom Energy in Q3 2018 and has held it in 6 quarters since.
Osborn Williams & Donohoe's Bloom Energy position peaked at $636K in Q2 2019.
154 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.