UBS O'Connor’s Bloom Energy BE Stock Holding History

UBS O'Connor’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
2024 Q4	–	Sell	-20,000	Closed	-$351K	–	445
2024 Q3	$211K	Buy	+20,000	New	+$237K	0.01%	385
2024 Q2	–	Sell	-250,000	Closed	-$2.81M	–	553
2024 Q1	$2.81M	Buy	+250,000	New	+$2.75M	0.08%	132
2020 Q1	–	Sell	-100,000	Closed	-$747K	–	344
2019 Q4	$747K	Buy	+100,000	New	+$485K	0.02%	244

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

UBS O'Connor's BE Position: Q4 2024 in Review

UBS O'Connor sold out of Bloom Energy (BE) in Q4 2024, closing a stake of 20,000 shares — an estimated $351K sold.

UBS O'Connor first reported a position in BE in Q4 2019 and held it in 3 quarters. The position peaked at $2.81M in Q1 2024. 370 funds tracked by Wall St. Rank hold BE as of Q4 2024.

UBS O'Connor reported no remaining Bloom Energy position as of Q4 2024 after selling out during the quarter.
UBS O'Connor sold 20,000 Bloom Energy shares in Q4 2024, an estimated $351K.
UBS O'Connor first reported a position in Bloom Energy in Q4 2019 and held it in 3 quarters.
UBS O'Connor's Bloom Energy position peaked at $2.81M in Q1 2024.
370 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.