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EAM Global Investors’s Evolution Petroleum EPM Stock Holding History

EAM Global Investors’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
Q1 		– Sell
-154,519
Closed -$1.17M – 124
2022
Q4 		$1.17M Sell
154,519
-40,862
-21% -$307K 0.3% 166
2022
Q3 		$1.36M Buy
+195,381
New +$1.29M 0.36% 153

Other funds holding EPM

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

EAM Global Investors's EPM Position: Q1 2023 in Review

EAM Global Investors sold out of Evolution Petroleum (EPM) in Q1 2023, closing a stake of 154,519 shares — an estimated $1.17M sold.

EAM Global Investors first reported a position in EPM in Q3 2022 and held it in 2 quarters. The position peaked at $1.36M in Q3 2022. 101 funds tracked by Wall St. Rank hold EPM as of Q1 2023.

  • EAM Global Investors reported no remaining Evolution Petroleum position as of Q1 2023 after selling out during the quarter.
  • EAM Global Investors sold 154,519 Evolution Petroleum shares in Q1 2023, an estimated $1.17M.
  • EAM Global Investors first reported a position in Evolution Petroleum in Q3 2022 and held it in 2 quarters.
  • EAM Global Investors's Evolution Petroleum position peaked at $1.36M in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2023.

Based on EAM Global Investors's 13F filing for Q1 2023, filed 15 May 2023.