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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
2025
Q1 		– Sell
-35,000
Closed -$5.25K – 348
2024
Q4 		$5.25K Buy
+35,000
New +$613K ﹤0.01% 404

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
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.