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Denali Advisors’s Evolution Petroleum EPM Stock Holding History

Denali Advisors’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
2020
Q1 		– Sell
-15,100
Closed -$83K – 341
2019
Q4 		$83K Buy
15,100
+14,607
+2,963% +$80.4K 0.01% 269
2019
Q3 		$3K Sell
493
-194
-28% -$1.19K ﹤0.01% 248
2019
Q2 		$5K Buy
687
+405
+144% +$2.73K ﹤0.01% 239
2019
Q1 		$2K Sell
282
-296
-51% -$2.15K ﹤0.01% 221
2018
Q4 		$4K Buy
578
+209
+57% +$1.96K ﹤0.01% 138
2018
Q3 		$4K Hold
369
– – ﹤0.01% 158
2018
Q2 		$4K Buy
369
+239
+184% +$2.2K ﹤0.01% 176
2018
Q1 		$1K Buy
+130
New +$1.01K ﹤0.01% 251

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Denali Advisors's EPM Position: Q1 2020 in Review

Denali Advisors sold out of Evolution Petroleum (EPM) in Q1 2020, closing a stake of 15,100 shares — an estimated $83K sold.

Denali Advisors first reported a position in EPM in Q1 2018 and held it in 8 quarters. The position peaked at $83K in Q4 2019. 94 funds tracked by Wall St. Rank hold EPM as of Q1 2020.

  • Denali Advisors reported no remaining Evolution Petroleum position as of Q1 2020 after selling out during the quarter.
  • Denali Advisors sold 15,100 Evolution Petroleum shares in Q1 2020, an estimated $83K.
  • Denali Advisors first reported a position in Evolution Petroleum in Q1 2018 and held it in 8 quarters.
  • Denali Advisors's Evolution Petroleum position peaked at $83K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2020.

Based on Denali Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.