Schubert & Co’s Bloom Energy BE Stock Holding History

Schubert & Co’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 Q2	–	Sell	-29	Closed	-$578	–	197
2023 Q1	$578	Sell	29 -4	-12%	-$88	﹤0.01%	1377
2022 Q4	$631	Buy	33 +5	+18%	+$98	﹤0.01%	1329
2022 Q3	$1K	Buy	28 +11	+65%	+$248	﹤0.01%	1011
2022 Q2	$0	Buy	+17	New	+$311	﹤0.01%	1440

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

Schubert & Co's BE Position: Q2 2023 in Review

Schubert & Co sold out of Bloom Energy (BE) in Q2 2023, closing a stake of 29 shares — an estimated $578 sold.

Schubert & Co first reported a position in BE in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 308 funds tracked by Wall St. Rank hold BE as of Q2 2023.

Schubert & Co reported no remaining Bloom Energy position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 29 Bloom Energy shares in Q2 2023, an estimated $578.
Schubert & Co first reported a position in Bloom Energy in Q2 2022 and held it in 4 quarters.
Schubert & Co's Bloom Energy position peaked at $1K in Q3 2022.
308 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.