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AMI
Amica Mutual Insurance’s
Evolution Petroleum
EPM
Stock Holding History
Amica Mutual Insurance’s Portfolio
EPM Stock Details
EPM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-625,368
Closed
-$3.42M
–
104
2022
Q2
$3.42M
Sell
625,368
-81,869
-12%
-$551K
0.43%
75
2022
Q1
$4.8M
Sell
707,237
-329,689
-32%
-$2.12M
0.56%
65
2021
Q4
$5.24M
Sell
1,036,926
-216,100
-17%
-$1.2M
0.44%
68
2021
Q3
$7.12M
Hold
1,253,026
–
–
0.74%
47
2021
Q2
$6.21M
Buy
1,253,026
+144,007
+13%
+$566K
0.66%
56
2021
Q1
$3.75M
Buy
1,109,019
+336,047
+43%
+$1.16M
0.43%
84
2020
Q4
$2.2M
Buy
772,972
+169,431
+28%
+$429K
0.24%
105
2020
Q3
$1.35M
Hold
603,541
–
–
0.16%
113
2020
Q2
$1.69M
Hold
603,541
–
–
0.21%
129
2020
Q1
$1.57M
Buy
603,541
+105,057
+21%
+$476K
0.22%
133
2019
Q4
$2.73M
Hold
498,484
–
–
0.35%
71
2019
Q3
$2.91M
Buy
498,484
+188,644
+61%
+$1.15M
0.37%
71
2019
Q2
$2.21M
Buy
309,840
+209,568
+209%
+$1.41M
0.28%
88
2019
Q1
$677K
Buy
+100,272
New
+$730K
0.08%
256
2018
Q4
–
Sell
-156,265
Closed
-$1.73M
–
359
2018
Q3
$1.73M
Sell
156,265
-237,766
-60%
-$2.51M
0.18%
143
2018
Q2
$3.88M
Hold
394,031
–
–
0.47%
57
2018
Q1
$3.17M
Buy
394,031
+85,974
+28%
+$666K
0.4%
74
2017
Q4
$2.11M
Hold
308,057
–
–
0.21%
141
2017
Q3
$2.22M
Buy
308,057
+164,097
+114%
+$1.24M
0.2%
147
2017
Q2
$1.17M
Buy
+143,960
New
+$1.12M
0.11%
224
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1-Year Est. Return
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1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
RRAM
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Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park, Florida
$5.29B AUM
20.14%
1-Year Est. Return
RIM
Ranger Investment Management
Dallas, Texas
$1.38B AUM
24.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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