Cresset Asset Management
EPM icon

Cresset Asset Management’s Evolution Petroleum EPM Stock Holding History

Cresset Asset Management’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
-14,430
Closed -$76.6K – 1894
2024
Q3 		$76.6K Buy
+14,430
New +$76.1K ﹤0.01% 2063
2020
Q4 		– Sell
-12,033
Closed -$27K – 786
2020
Q3 		$27K Buy
+12,033
New +$32K ﹤0.01% 709

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cresset Asset Management's EPM Position: Q4 2024 in Review

Cresset Asset Management sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 14,430 shares — an estimated $76.6K sold.

Cresset Asset Management first reported a position in EPM in Q3 2020 and held it in 2 quarters. The position peaked at $76.6K in Q3 2024. 113 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

  • Cresset Asset Management reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 14,430 Evolution Petroleum shares in Q4 2024, an estimated $76.6K.
  • Cresset Asset Management first reported a position in Evolution Petroleum in Q3 2020 and held it in 2 quarters.
  • Cresset Asset Management's Evolution Petroleum position peaked at $76.6K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.