Sandy Spring Bank’s Bloom Energy BE Stock Holding History

Sandy Spring Bank’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
2025 Q1	$3.24K	Hold	165	–	–	﹤0.01%	991
2024 Q4	$3.67K	Hold	165	–	–	﹤0.01%	1004
2024 Q3	$1.74K	Hold	165	–	–	﹤0.01%	1047
2024 Q2	$2.02K	Hold	165	–	–	﹤0.01%	1094
2024 Q1	$1.85K	Hold	165	–	–	﹤0.01%	1060
2023 Q4	$2.44K	Hold	165	–	–	﹤0.01%	998
2023 Q3	$2.19K	Hold	165	–	–	﹤0.01%	1021
2023 Q2	$2.7K	Hold	165	–	–	﹤0.01%	1036
2023 Q1	$3.29K	Hold	165	–	–	﹤0.01%	984
2022 Q4	$3.15K	Hold	165	–	–	﹤0.01%	985
2022 Q3	$3K	Buy	+165	New	+$3.72K	﹤0.01%	980
2020 Q3	–	Sell	-950	Closed	-$10K	–	931
2020 Q2	$10K	Sell	950 -400	-30%	-$3.12K	﹤0.01%	692
2020 Q1	$7K	Sell	1,350 -550	-29%	-$4.66K	﹤0.01%	705
2019 Q4	$14K	Hold	1,900	–	–	﹤0.01%	670
2019 Q3	$6K	Buy	1,900 +1,400	+280%	+$10.5K	﹤0.01%	767
2019 Q2	$6K	Buy	+500	New	+$6.13K	﹤0.01%	756

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sandy Spring Bank's BE Position: Q1 2025 in Review

Sandy Spring Bank held its Bloom Energy (BE) position steady in Q1 2025 at 165 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Sandy Spring Bank first reported a position in BE in Q2 2019 and has held it in 16 quarters since. The position peaked at $14K in Q4 2019. 369 funds tracked by Wall St. Rank hold BE as of Q1 2025.

Sandy Spring Bank held 165 shares of Bloom Energy worth $3.24K as of Q1 2025.
Sandy Spring Bank left its Bloom Energy share count unchanged in Q1 2025.
Bloom Energy made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #991 holding.
Sandy Spring Bank first reported a position in Bloom Energy in Q2 2019 and has held it in 16 quarters since.
Sandy Spring Bank's Bloom Energy position peaked at $14K in Q4 2019.
369 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.