Westwood Holdings Group’s Bloom Energy BE Stock Holding History

Westwood Holdings Group’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	-154,217	Closed	-$2.04M	–	458
2023 Q3	$2.04M	Sell	154,217 -2,704	-2%	-$42.4K	0.02%	292
2023 Q2	$2.57M	Buy	156,921 +106,316	+210%	+$1.72M	0.02%	281
2023 Q1	$1.01M	Buy	50,605 +332	+0.7%	+$7.27K	0.01%	353
2022 Q4	$961K	Buy	+50,273	New	+$987K	0.01%	356
2022 Q2	–	Sell	-80,119	Closed	-$1.94M	–	456
2022 Q1	$1.94M	Buy	80,119 +8,238	+11%	+$161K	0.02%	308
2021 Q4	$1.58M	Buy	+71,881	New	+$1.82M	0.01%	316
2021 Q2	–	Sell	-66,369	Closed	-$1.8M	–	451
2021 Q1	$1.8M	Buy	+66,369	New	+$2.16M	0.02%	306

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

Westwood Holdings Group's BE Position: Q4 2023 in Review

Westwood Holdings Group sold out of Bloom Energy (BE) in Q4 2023, closing a stake of 154,217 shares — an estimated $2.04M sold.

Westwood Holdings Group first reported a position in BE in Q1 2021 and held it in 7 quarters. The position peaked at $2.57M in Q2 2023. 300 funds tracked by Wall St. Rank hold BE as of Q4 2023.

Westwood Holdings Group reported no remaining Bloom Energy position as of Q4 2023 after selling out during the quarter.
Westwood Holdings Group sold 154,217 Bloom Energy shares in Q4 2023, an estimated $2.04M.
Westwood Holdings Group first reported a position in Bloom Energy in Q1 2021 and held it in 7 quarters.
Westwood Holdings Group's Bloom Energy position peaked at $2.57M in Q2 2023.
300 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2023.

Based on Westwood Holdings Group's 13F filing for Q4 2023, filed 13 Feb 2024.