BCM
ZEO

Beryl Capital Management’s Zeo Energy ZEO Stock Holding History

Beryl Capital Management’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-702,126
Closed -$7.03M – 71
2022
Q1 		$7.03M Hold
702,126
– – 0.43% 84
2021
Q4 		$6.96M Buy
+702,126
New +$6.97M 0.36% 96

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Millennium Management
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Goldman Sachs
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HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Beryl Capital Management's ZEO Position: Q2 2022 in Review

Beryl Capital Management sold out of Zeo Energy (ZEO) in Q2 2022, closing a stake of 702,126 shares — an estimated $7.03M sold.

Beryl Capital Management first reported a position in ZEO in Q4 2021 and held it in 2 quarters. The position peaked at $7.03M in Q1 2022. 55 funds tracked by Wall St. Rank hold ZEO as of Q2 2022.

  • Beryl Capital Management reported no remaining Zeo Energy position as of Q2 2022 after selling out during the quarter.
  • Beryl Capital Management sold 702,126 Zeo Energy shares in Q2 2022, an estimated $7.03M.
  • Beryl Capital Management first reported a position in Zeo Energy in Q4 2021 and held it in 2 quarters.
  • Beryl Capital Management's Zeo Energy position peaked at $7.03M in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2022.

Based on Beryl Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.