Tilt Investment Management Holdings’s Bloom Energy BE Stock Holding History

Tilt Investment Management Holdings’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	-46,490	Closed	-$616K	–	118
2023 Q3	$616K	Hold	46,490	–	–	0.44%	69
2023 Q2	$760K	Buy	46,490 +16,400	+55%	+$265K	0.5%	54
2023 Q1	$543K	Hold	30,090	–	–	0.4%	75
2022 Q4	$575K	Buy	+30,090	New	+$591K	0.49%	66

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

Tilt Investment Management Holdings's BE Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 46,490 shares — an estimated $616K sold.

Tilt Investment Management Holdings first reported a position in BE in Q4 2022 and held it in 4 quarters. The position peaked at $760K in Q2 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Tilt Investment Management Holdings reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Tilt Investment Management Holdings sold 46,490 Bloom Energy shares in Q4 2023, an estimated $616K.
Tilt Investment Management Holdings first reported a position in Bloom Energy in Q4 2022 and held it in 4 quarters.
Tilt Investment Management Holdings's Bloom Energy position peaked at $760K in Q2 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.