Sandbar Asset Management’s Bloom Energy BE Stock Holding History

Sandbar Asset Management’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 Q1	–	Sell	-64,536	Closed	-$1.42M	–	50
2021 Q4	$1.42M	Sell	64,536 -375,398	-85%	-$9.5M	0.71%	38
2021 Q3	$8.24M	Buy	439,934 +186,829	+74%	+$3.95M	0.9%	34
2021 Q2	$6.8M	Buy	253,105 +45,214	+22%	+$1.1M	0.74%	39
2021 Q1	$5.62M	Buy	207,891 +88,137	+74%	+$2.87M	0.75%	39
2020 Q4	$3.43M	Buy	+119,754	New	+$2.56M	0.55%	43

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sandbar Asset Management's BE Position: Q1 2022 in Review

Sandbar Asset Management sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 64,536 shares — an estimated $1.42M sold.

Sandbar Asset Management first reported a position in BE in Q4 2020 and held it in 5 quarters. The position peaked at $8.24M in Q3 2021. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

Sandbar Asset Management reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
Sandbar Asset Management sold 64,536 Bloom Energy shares in Q1 2022, an estimated $1.42M.
Sandbar Asset Management first reported a position in Bloom Energy in Q4 2020 and held it in 5 quarters.
Sandbar Asset Management's Bloom Energy position peaked at $8.24M in Q3 2021.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on Sandbar Asset Management's 13F filing for Q1 2022, filed 13 May 2022.