Question 1

How many shares of BE does PRIMECAP MANAGEMENT CO/CA/ own?

Accepted Answer

PRIMECAP MANAGEMENT CO/CA/ previously held 0 shares of BE (BLOOM ENERGY CORP- A) before exiting the position in 2024-Q2.

Question 2

What is PRIMECAP MANAGEMENT CO/CA/'s BE position worth?

Accepted Answer

PRIMECAP MANAGEMENT CO/CA/'s BE position was last reported at $0 in 2024-Q2 before the exit.

Question 3

Is PRIMECAP MANAGEMENT CO/CA/ buying or selling BE?

Accepted Answer

In 2024-Q2, PRIMECAP MANAGEMENT CO/CA/ exited their BE position entirely (-100.0% change in shares).

Question 4

When did PRIMECAP MANAGEMENT CO/CA/ first buy BE?

Accepted Answer

Based on available 13F filings, PRIMECAP MANAGEMENT CO/CA/ first reported a position in BE in 2019-Q3. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$12.24	0
2024-Q1	Unchanged	49,600	0.0%	$557,504	0.0%	$11.24	0
2023-Q4	Unchanged	49,600	0.0%	$734,080	0.0%	$14.80	0
2023-Q3	Unchanged	49,600	0.0%	$657,696	0.0%	$13.26	0
2023-Q2	Unchanged	49,600	0.0%	$810,960	0.0%	$16.25	0
2023-Q1	Unchanged	49,600	0.0%	$988,528	0.0%	$19.55	0
2022-Q4	Unchanged	49,600	0.0%	$948,352	0.0%	$19.12	0
2022-Q3	Unchanged	49,600	0.0%	$992,000	0.0%	$20.19	0
2022-Q2	Unchanged	49,600	0.0%	$818,000	0.0%	$16.34	0
2022-Q1	Unchanged	49,600	0.0%	$1.2M	0.0%	$24.54	0
2021-Q4	Unchanged	49,600	0.0%	$1.1M	0.0%	$21.89	0
2021-Q3	Unchanged	49,600	0.0%	$929,000	0.0%	$18.55	0
2021-Q2	Decreased	49,600	-13.9%	$1.3M	0.0%	$27.15	0
2021-Q1	Decreased	57,600	-42.5%	$1.6M	0.0%	$25.26	0
2020-Q4	Increased	100,100	+41.8%	$2.9M	0.0%	$28.41	35
2020-Q3	Unchanged	70,600	0.0%	$1.3M	0.0%	$16.88	0
2020-Q2	Unchanged	70,600	0.0%	$768,000	0.0%	$8.22	0
2020-Q1	Unchanged	70,600	0.0%	$369,000	0.0%	$5.33	0
2019-Q4	Decreased	70,600	-26.1%	$527,000	0.0%	$7.19	0
2019-Q3	New	95,600	-	$311,000	0.0%	$3.46	32

BE20 quarters

BE
20 quarters