CFM
EOSE icon

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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return