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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return