B
EPM icon

Bailard’s Evolution Petroleum EPM Stock Holding History

Bailard’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
Q2 		– Sell
-37,800
Closed -$257K – 717
2022
Q1 		$257K Buy
+37,800
New +$243K 0.01% 597
2020
Q4 		– Sell
-25,800
Closed -$58K – 643
2020
Q3 		$58K Buy
+25,800
New +$68.7K ﹤0.01% 543
2020
Q1 		– Sell
-34,900
Closed -$191K – 486
2019
Q4 		$191K Buy
+34,900
New +$192K 0.01% 497
2018
Q4 		– Sell
-59,000
Closed -$652K – 507
2018
Q3 		$652K Hold
59,000
– – 0.04% 296
2018
Q2 		$581K Buy
59,000
+4,100
+7% +$37.8K 0.03% 326
2018
Q1 		$442K Buy
+54,900
New +$426K 0.03% 346

Other funds holding EPM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 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 $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return