Evercore Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Evercore Wealth 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
2024 Q3	–	Sell	-195,000	Closed	-$248K	–	421
2024 Q2	$248K	Hold	195,000	–	–	﹤0.01%	363
2024 Q1	$201K	Buy	195,000 +50,000	+34%	+$50.8K	﹤0.01%	405
2023 Q4	$158K	Buy	145,000 +35,000	+32%	+$51K	﹤0.01%	415
2023 Q3	$237K	Buy	+110,000	New	+$329K	﹤0.01%	359
2023 Q2	–	Sell	-60,000	Closed	-$154K	–	419
2023 Q1	$154K	Hold	60,000	–	–	﹤0.01%	387
2022 Q4	$88.8K	Hold	60,000	–	–	﹤0.01%	389
2022 Q3	$100K	Buy	60,000 +20,000	+50%	+$43.6K	﹤0.01%	370
2022 Q2	$48K	Buy	40,000 +20,000	+100%	+$41K	﹤0.01%	388
2022 Q1	$84K	Buy	+20,000	New	+$82.4K	﹤0.01%	426

Other funds holding EOSE

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

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

BCM

Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

Evercore Wealth Management's EOSE Position: Q3 2024 in Review

Evercore Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q3 2024, closing a stake of 195,000 shares — an estimated $248K sold.

Evercore Wealth Management first reported a position in EOSE in Q1 2022 and held it in 9 quarters. The position peaked at $248K in Q2 2024. 126 funds tracked by Wall St. Rank hold EOSE as of Q3 2024.

Evercore Wealth Management reported no remaining Eos Energy Enterprises position as of Q3 2024 after selling out during the quarter.
Evercore Wealth Management sold 195,000 Eos Energy Enterprises shares in Q3 2024, an estimated $248K.
Evercore Wealth Management first reported a position in Eos Energy Enterprises in Q1 2022 and held it in 9 quarters.
Evercore Wealth Management's Eos Energy Enterprises position peaked at $248K in Q2 2024.
126 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2024.

Based on Evercore Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.