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Dmitry Balyasny’s Evolution Petroleum EPM Stock Holding History

Dmitry Balyasny’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
2023
Q2 		– Sell
-11,037
Closed -$69.6K – 2408
2023
Q1 		$69.6K Sell
11,037
-7,548
-41% -$48.4K ﹤0.01% 2352
2022
Q4 		$140K Buy
+18,585
New +$140K ﹤0.01% 2202

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Dmitry Balyasny's EPM Position: Q2 2023 in Review

Dmitry Balyasny sold out of Evolution Petroleum (EPM) in Q2 2023, closing a stake of 11,037 shares — an estimated $69.6K sold.

Dmitry Balyasny first reported a position in EPM in Q4 2022 and held it in 2 quarters. The position peaked at $140K in Q4 2022. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

  • Dmitry Balyasny reported no remaining Evolution Petroleum position as of Q2 2023 after selling out during the quarter.
  • Dmitry Balyasny sold 11,037 Evolution Petroleum shares in Q2 2023, an estimated $69.6K.
  • Dmitry Balyasny first reported a position in Evolution Petroleum in Q4 2022 and held it in 2 quarters.
  • Dmitry Balyasny's Evolution Petroleum position peaked at $140K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on Balyasny Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.