Comprehensive Financial Management’s Eos Energy Enterprises EOSE Stock Holding History

Comprehensive Financial Management’s Portfolio EOSE Stock Details EOSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-92,520	Closed	-$112K	–	56
2022 Q2	$112K	Hold	92,520	–	–	﹤0.01%	53
2022 Q1	$387K	Hold	92,520	–	–	0.01%	41
2021 Q4	$696K	Hold	92,520	–	–	0.01%	41
2021 Q3	$1.3M	Hold	92,520	–	–	0.01%	33
2021 Q2	$1.66M	Buy	92,520 +5,833	+7%	+$94K	0.01%	31
2021 Q1	$1.71M	Hold	86,687	–	–	0.02%	23
2020 Q4	$1.81M	Buy	+86,687	New	+$1.12M	0.02%	21

Other funds holding EOSE

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Comprehensive Financial Management's EOSE Position: Q3 2022 in Review

Comprehensive Financial Management sold out of Eos Energy Enterprises (EOSE) in Q3 2022, closing a stake of 92,520 shares — an estimated $112K sold.

Comprehensive Financial Management first reported a position in EOSE in Q4 2020 and held it in 7 quarters. The position peaked at $1.81M in Q4 2020. 71 funds tracked by Wall St. Rank hold EOSE as of Q3 2022.

Comprehensive Financial Management reported no remaining Eos Energy Enterprises position as of Q3 2022 after selling out during the quarter.
Comprehensive Financial Management sold 92,520 Eos Energy Enterprises shares in Q3 2022, an estimated $112K.
Comprehensive Financial Management first reported a position in Eos Energy Enterprises in Q4 2020 and held it in 7 quarters.
Comprehensive Financial Management's Eos Energy Enterprises position peaked at $1.81M in Q4 2020.
71 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2022.

Based on Comprehensive Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.