AL
EPM icon

AJO LP’s Evolution Petroleum EPM Stock Holding History

AJO LP’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-212,456
Closed -$1.71M – 662
2018
Q1 		$1.71M Buy
212,456
+15,504
+8% +$120K 0.01% 457
2017
Q4 		$1.35M Sell
196,952
-54,711
-22% -$384K 0.01% 470
2017
Q3 		$1.81M Sell
251,663
-14,696
-6% -$111K 0.01% 433
2017
Q2 		$2.16M Buy
+266,359
New +$2.08M 0.01% 411

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP's EPM Position: Q2 2018 in Review

AJO LP sold out of Evolution Petroleum (EPM) in Q2 2018, closing a stake of 212,456 shares — an estimated $1.71M sold.

AJO LP first reported a position in EPM in Q2 2017 and held it in 4 quarters. The position peaked at $2.16M in Q2 2017. 111 funds tracked by Wall St. Rank hold EPM as of Q2 2018.

  • AJO LP reported no remaining Evolution Petroleum position as of Q2 2018 after selling out during the quarter.
  • AJO LP sold 212,456 Evolution Petroleum shares in Q2 2018, an estimated $1.71M.
  • AJO LP first reported a position in Evolution Petroleum in Q2 2017 and held it in 4 quarters.
  • AJO LP's Evolution Petroleum position peaked at $2.16M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2018.

Based on AJO LP's 13F filing for Q2 2018, filed 13 Aug 2018.