EAM Investors’s Evolution Petroleum EPM Stock Holding History

EAM 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	-257,952	Closed	-$1.95M	–	288
2022 Q4	$1.95M	Sell	257,952 -87,008	-25%	-$654K	0.4%	96
2022 Q3	$2.4M	Buy	344,960 +199,604	+137%	+$1.32M	0.52%	68
2022 Q2	$794K	Sell	145,356 -92,718	-39%	-$624K	0.19%	229
2022 Q1	$1.62M	Sell	238,074 -38,498	-14%	-$248K	0.3%	136
2021 Q4	$1.4M	Sell	276,572 -8,263	-3%	-$45.8K	0.23%	213
2021 Q3	$1.62M	Buy	+284,835	New	+$1.27M	0.27%	179
2017 Q1	–	Sell	-268,247	Closed	-$2.68M	–	332
2016 Q4	$2.68M	Buy	+268,247	New	+$2.25M	0.36%	144
2013 Q3	–	Sell	-131,285	Closed	-$1.43M	–	331
2013 Q2	$1.43M	Buy	+131,285	New	+$1.36M	0.31%	109

Other funds holding EPM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 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 Investors's EPM Position: Q1 2023 in Review

EAM Investors sold out of Evolution Petroleum (EPM) in Q1 2023, closing a stake of 257,952 shares — an estimated $1.95M sold.

EAM Investors first reported a position in EPM in Q2 2013 and held it in 8 quarters. The position peaked at $2.68M in Q4 2016. 101 funds tracked by Wall St. Rank hold EPM as of Q1 2023.

EAM Investors reported no remaining Evolution Petroleum position as of Q1 2023 after selling out during the quarter.
EAM Investors sold 257,952 Evolution Petroleum shares in Q1 2023, an estimated $1.95M.
EAM Investors first reported a position in Evolution Petroleum in Q2 2013 and held it in 8 quarters.
EAM Investors's Evolution Petroleum position peaked at $2.68M in Q4 2016.
101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2023.

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