W.K. Kellogg Foundation Trust’s Bloom Energy BE Stock Holding History

W.K. Kellogg Foundation Trust’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
2022 Q1	–	Sell	-21,850	Closed	-$479K	–	4
2021 Q4	$479K	Buy	+21,850	New	+$553K	0.01%	3

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

W.K. Kellogg Foundation Trust's BE Position: Q1 2022 in Review

W.K. Kellogg Foundation Trust sold out of Bloom Energy (BE) in Q1 2022, closing a stake of 21,850 shares — an estimated $479K sold.

W.K. Kellogg Foundation Trust first reported a position in BE in Q4 2021 and held it in 1 quarter. The position peaked at $479K in Q4 2021. 302 funds tracked by Wall St. Rank hold BE as of Q1 2022.

W.K. Kellogg Foundation Trust reported no remaining Bloom Energy position as of Q1 2022 after selling out during the quarter.
W.K. Kellogg Foundation Trust sold 21,850 Bloom Energy shares in Q1 2022, an estimated $479K.
W.K. Kellogg Foundation Trust first reported a position in Bloom Energy in Q4 2021 and held it in 1 quarter.
W.K. Kellogg Foundation Trust's Bloom Energy position peaked at $479K in Q4 2021.
302 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2022.

Based on W.K. Kellogg Foundation Trust's 13F filing for Q1 2022, filed 11 Apr 2022.