AMI
EPM icon

Amica Mutual Insurance’s Evolution Petroleum EPM Stock Holding History

Amica Mutual Insurance’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
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

Other funds holding EPM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Amica Mutual Insurance's EPM Position: Q3 2022 in Review

Amica Mutual Insurance sold out of Evolution Petroleum (EPM) in Q3 2022, closing a stake of 625,368 shares — an estimated $3.42M sold.

Amica Mutual Insurance first reported a position in EPM in Q2 2017 and held it in 20 quarters. The position peaked at $7.12M in Q3 2021. 96 funds tracked by Wall St. Rank hold EPM as of Q3 2022.

  • Amica Mutual Insurance reported no remaining Evolution Petroleum position as of Q3 2022 after selling out during the quarter.
  • Amica Mutual Insurance sold 625,368 Evolution Petroleum shares in Q3 2022, an estimated $3.42M.
  • Amica Mutual Insurance first reported a position in Evolution Petroleum in Q2 2017 and held it in 20 quarters.
  • Amica Mutual Insurance's Evolution Petroleum position peaked at $7.12M in Q3 2021.
  • 96 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2022.

Based on Amica Mutual Insurance's 13F filing for Q3 2022, filed 24 Oct 2022.