Goldman Sachs
ZEO

Goldman Sachs’s Zeo Energy ZEO Stock Holding History

Goldman Sachs’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
2023
Q1 		– Sell
-219,440
Closed -$2.27M – 6284
2022
Q4 		$2.27M Hold
219,440
– – ﹤0.01% 3844
2022
Q3 		$2.23M Sell
219,440
-699,780
-76% -$7.06M ﹤0.01% 3893
2022
Q2 		$9.23M Buy
919,220
+399,800
+77% +$4.01M ﹤0.01% 2597
2022
Q1 		$5.2M Buy
+519,420
New +$5.17M ﹤0.01% 3314

Other funds holding ZEO

WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Goldman Sachs's ZEO Position: Q1 2023 in Review

Goldman Sachs sold out of Zeo Energy (ZEO) in Q1 2023, closing a stake of 219,440 shares — an estimated $2.27M sold.

Goldman Sachs first reported a position in ZEO in Q1 2022 and held it in 4 quarters. The position peaked at $9.23M in Q2 2022. 21 funds tracked by Wall St. Rank hold ZEO as of Q1 2023.

  • Goldman Sachs reported no remaining Zeo Energy position as of Q1 2023 after selling out during the quarter.
  • Goldman Sachs sold 219,440 Zeo Energy shares in Q1 2023, an estimated $2.27M.
  • Goldman Sachs first reported a position in Zeo Energy in Q1 2022 and held it in 4 quarters.
  • Goldman Sachs's Zeo Energy position peaked at $9.23M in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2023.

Based on Goldman Sachs's 13F filing for Q1 2023, filed 11 May 2023.