Atwood & Palmer’s Evolution Petroleum EPM Stock Holding History

Atwood & Palmer’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
2024 Q1	–	Sell	-5,000	Closed	-$29.1K	–	421
2023 Q4	$29.1K	Hold	5,000	–	–	﹤0.01%	258
2023 Q3	$34.2K	Hold	5,000	–	–	﹤0.01%	232
2023 Q2	$40.4K	Hold	5,000	–	–	﹤0.01%	227
2023 Q1	$31.6K	Hold	5,000	–	–	﹤0.01%	233
2022 Q4	$37.8K	Hold	5,000	–	–	﹤0.01%	230
2022 Q3	$35K	Hold	5,000	–	–	﹤0.01%	219
2022 Q2	$27K	Hold	5,000	–	–	﹤0.01%	260
2022 Q1	$34K	Hold	5,000	–	–	﹤0.01%	264
2021 Q4	$25K	Hold	5,000	–	–	﹤0.01%	294
2021 Q3	$28K	Hold	5,000	–	–	﹤0.01%	274
2021 Q2	$25K	Hold	5,000	–	–	﹤0.01%	275
2021 Q1	$17K	Hold	5,000	–	–	﹤0.01%	307
2020 Q4	$14K	Hold	5,000	–	–	﹤0.01%	301
2020 Q3	$11K	Hold	5,000	–	–	﹤0.01%	264
2020 Q2	$14K	Hold	5,000	–	–	﹤0.01%	245
2020 Q1	$13K	Hold	5,000	–	–	﹤0.01%	242
2019 Q4	$27K	Hold	5,000	–	–	﹤0.01%	208
2019 Q3	$29K	Hold	5,000	–	–	﹤0.01%	212
2019 Q2	$36K	Hold	5,000	–	–	﹤0.01%	195
2019 Q1	$34K	Hold	5,000	–	–	﹤0.01%	193
2018 Q4	$34K	Hold	5,000	–	–	0.01%	187
2018 Q3	$55K	Hold	5,000	–	–	0.01%	176
2018 Q2	$49K	Hold	5,000	–	–	0.01%	180
2018 Q1	$40K	Hold	5,000	–	–	0.01%	186
2017 Q4	$34K	Hold	5,000	–	–	﹤0.01%	196
2017 Q3	$36K	Hold	5,000	–	–	0.01%	196
2017 Q2	$41K	Hold	5,000	–	–	0.01%	193
2017 Q1	$40K	Hold	5,000	–	–	0.01%	187
2016 Q4	$50K	Hold	5,000	–	–	0.01%	168
2016 Q3	$31K	Hold	5,000	–	–	0.01%	196
2016 Q2	$27K	Hold	5,000	–	–	﹤0.01%	206
2016 Q1	$24K	Hold	5,000	–	–	﹤0.01%	219
2015 Q4	$24K	Hold	5,000	–	–	﹤0.01%	257
2015 Q3	$28K	Hold	5,000	–	–	0.01%	233
2015 Q2	$33K	Hold	5,000	–	–	0.01%	210
2015 Q1	$30K	Hold	5,000	–	–	0.01%	209
2014 Q4	$38K	Hold	5,000	–	–	0.01%	210
2014 Q3	$46K	Hold	5,000	–	–	0.01%	208
2014 Q2	$55K	Buy	+5,000	New	+$57.4K	0.01%	183

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atwood & Palmer's EPM Position: Q1 2024 in Review

Atwood & Palmer sold out of Evolution Petroleum (EPM) in Q1 2024, closing a stake of 5,000 shares — an estimated $29.1K sold.

Atwood & Palmer first reported a position in EPM in Q2 2014 and held it in 39 quarters. The position peaked at $55K in Q3 2018. 103 funds tracked by Wall St. Rank hold EPM as of Q1 2024.

Atwood & Palmer reported no remaining Evolution Petroleum position as of Q1 2024 after selling out during the quarter.
Atwood & Palmer sold 5,000 Evolution Petroleum shares in Q1 2024, an estimated $29.1K.
Atwood & Palmer first reported a position in Evolution Petroleum in Q2 2014 and held it in 39 quarters.
Atwood & Palmer's Evolution Petroleum position peaked at $55K in Q3 2018.
103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2024.

Based on Atwood & Palmer's 13F filing for Q1 2024, filed 10 Apr 2024.