Psagot Value Holdings’s Bloom Energy BE Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-3,346	Closed	-$51K	–	182
2023 Q4	$51K	Sell	3,346 -10,196	-75%	-$128K	0.02%	252
2023 Q3	$179K	Buy	13,542 +260	+2%	+$4.08K	0.09%	162
2023 Q2	$216K	Buy	13,282 +1,430	+12%	+$23.1K	0.11%	156
2023 Q1	$230K	Buy	+11,852	New	+$260K	0.1%	157
2022 Q1	–	Sell	-2,500	Closed	-$55K	–	347
2021 Q4	$55K	Buy	2,500 +150	+6%	+$3.79K	0.01%	281
2021 Q3	$44K	Buy	2,350 +1,000	+74%	+$21.2K	0.01%	333
2021 Q2	$36K	Hold	1,350	–	–	﹤0.01%	369
2021 Q1	$37K	Sell	1,350 -650	-33%	-$21.2K	﹤0.01%	325
2020 Q4	$57K	Buy	+2,000	New	+$42.7K	﹤0.01%	294
2019 Q2	–	Sell	-2,308	Closed	-$30K	–	409
2019 Q1	$30K	Buy	2,308 +296	+15%	+$3.62K	﹤0.01%	363
2018 Q4	$20K	Buy	+2,012	New	+$38.9K	﹤0.01%	385

Other funds holding BE

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Psagot Value Holdings's BE Position: Q1 2024 in Review

Psagot Value Holdings sold out of Bloom Energy (BE) in Q1 2024, closing a stake of 3,346 shares — an estimated $51K sold.

Psagot Value Holdings first reported a position in BE in Q4 2018 and held it in 11 quarters. The position peaked at $230K in Q1 2023. 292 funds tracked by Wall St. Rank hold BE as of Q1 2024.

Psagot Value Holdings reported no remaining Bloom Energy position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 3,346 Bloom Energy shares in Q1 2024, an estimated $51K.
Psagot Value Holdings first reported a position in Bloom Energy in Q4 2018 and held it in 11 quarters.
Psagot Value Holdings's Bloom Energy position peaked at $230K in Q1 2023.
292 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.