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Cutler Group’s Evolution Petroleum EPM Stock Holding History

Cutler Group’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
Q4 		– Sell
-1,576
Closed -$11.8K – 4597
2022
Q3 		$10K Buy
+1,576
New +$10.4K ﹤0.01% 3125
2017
Q4 		– Sell
-700
Closed -$5K – 5134
2017
Q3 		$5K Buy
+700
New +$5.3K ﹤0.01% 4363
2017
Q2 		– Sell
-5,298
Closed -$41.3K – 6511
2017
Q1 		$42K Sell
5,298
-690
-12% -$5.89K ﹤0.01% 2581
2016
Q4 		$59K Buy
+5,988
New +$50.2K ﹤0.01% 2371
2016
Q2 		– Sell
-5,788
Closed -$28K – 6797
2016
Q1 		$28K Buy
5,788
+1,657
+40% +$7.45K ﹤0.01% 2914
2015
Q4 		$19K Buy
+4,131
New +$25K ﹤0.01% 3453

Other funds holding EPM

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Cutler Group's EPM Position: Q4 2022 in Review

Cutler Group sold out of Evolution Petroleum (EPM) in Q4 2022, closing a stake of 1,576 shares — an estimated $11.8K sold.

Cutler Group first reported a position in EPM in Q4 2015 and held it in 6 quarters. The position peaked at $59K in Q4 2016. 101 funds tracked by Wall St. Rank hold EPM as of Q4 2022.

  • Cutler Group reported no remaining Evolution Petroleum position as of Q4 2022 after selling out during the quarter.
  • Cutler Group sold 1,576 Evolution Petroleum shares in Q4 2022, an estimated $11.8K.
  • Cutler Group first reported a position in Evolution Petroleum in Q4 2015 and held it in 6 quarters.
  • Cutler Group's Evolution Petroleum position peaked at $59K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.