Blue Trust Inc’s Evolution Petroleum EPM Stock Holding History

Blue Trust Inc’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 Q4	–	Sell	-248	Closed	-$1.31K	–	2602
2024 Q3	$1.31K	Buy	+248	New	+$1.31K	﹤0.01%	2668

Other funds holding EPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blue Trust Inc's EPM Position: Q4 2024 in Review

Blue Trust Inc sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 248 shares — an estimated $1.31K sold.

Blue Trust Inc first reported a position in EPM in Q3 2024 and held it in 1 quarter. The position peaked at $1.31K in Q3 2024. 112 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

Blue Trust Inc reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
Blue Trust Inc sold 248 Evolution Petroleum shares in Q4 2024, an estimated $1.31K.
Blue Trust Inc first reported a position in Evolution Petroleum in Q3 2024 and held it in 1 quarter.
Blue Trust Inc's Evolution Petroleum position peaked at $1.31K in Q3 2024.
112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.