Shell Asset Management’s Bloom Energy BE Stock Holding History

Shell 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
2023 Q1	–	Sell	-12,792	Closed	-$245K	–	1259
2022 Q4	$245K	Sell	12,792 -2,597	-17%	-$51K	0.01%	868
2022 Q3	$308K	Buy	+15,389	New	+$347K	0.01%	814

Other funds holding BE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Shell Asset Management's BE Position: Q1 2023 in Review

Shell Asset Management sold out of Bloom Energy (BE) in Q1 2023, closing a stake of 12,792 shares — an estimated $245K sold.

Shell Asset Management first reported a position in BE in Q3 2022 and held it in 2 quarters. The position peaked at $308K in Q3 2022. 336 funds tracked by Wall St. Rank hold BE as of Q1 2023.

Shell Asset Management reported no remaining Bloom Energy position as of Q1 2023 after selling out during the quarter.
Shell Asset Management sold 12,792 Bloom Energy shares in Q1 2023, an estimated $245K.
Shell Asset Management first reported a position in Bloom Energy in Q3 2022 and held it in 2 quarters.
Shell Asset Management's Bloom Energy position peaked at $308K in Q3 2022.
336 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.