Sandia Investment Management’s Bloom Energy BE Stock Holding History

Sandia Investment 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
2023 Q4	–	Sell	-5,000	Closed	-$66.3K	–	173
2023 Q3	$66.3K	Hold	5,000	–	–	0.02%	167
2023 Q2	$81.8K	Hold	5,000	–	–	0.02%	161
2023 Q1	$99.7K	Hold	5,000	–	–	0.02%	173
2022 Q4	$95.6K	Hold	5,000	–	–	0.02%	167
2022 Q3	$100K	Buy	+5,000	New	+$113K	0.02%	196

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

Norges Bank Oslo, Norway $935B AUM

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Sandia Investment Management's BE Position: Q4 2023 in Review

Sandia Investment Management sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 5,000 shares — an estimated $66.3K sold.

Sandia Investment Management first reported a position in BE in Q3 2022 and held it in 5 quarters. The position peaked at $100K in Q3 2022. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Sandia Investment Management reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Sandia Investment Management sold 5,000 Bloom Energy shares in Q4 2023, an estimated $66.3K.
Sandia Investment Management first reported a position in Bloom Energy in Q3 2022 and held it in 5 quarters.
Sandia Investment Management's Bloom Energy position peaked at $100K in Q3 2022.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Sandia Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.