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Ancora Advisors’s Evolution Petroleum EPM Stock Holding History

Ancora Advisors’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
2026
Q1 		– Sell
-19,385
Closed -$68.6K – 2446
2025
Q4 		$68.6K Sell
19,385
-23,225
-55% -$98K ﹤0.01% 1038
2025
Q3 		$205K Sell
42,610
-760
-2% -$3.79K ﹤0.01% 712
2025
Q2 		$204K Sell
43,370
-61,550
-59% -$279K ﹤0.01% 719
2025
Q1 		$543K Buy
104,920
+61,708
+143% +$322K 0.01% 501
2024
Q4 		$226K Sell
43,212
-150
-0.3% -$821 0.01% 688
2024
Q3 		$230K Buy
+43,362
New +$229K 0.01% 662
2023
Q2 		– Sell
-52,303
Closed -$330K – 1832
2023
Q1 		$330K Hold
52,303
– – 0.01% 550
2022
Q4 		$395K Hold
52,303
– – 0.01% 532
2022
Q3 		$364K Sell
52,303
-55,700
-52% -$367K 0.01% 577
2022
Q2 		$589K Buy
108,003
+31,790
+42% +$214K 0.02% 486
2022
Q1 		$518K Buy
76,213
+23,910
+46% +$154K 0.01% 540
2021
Q4 		$264K Buy
+52,303
New +$290K 0.01% 721

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WA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return