Federated Hermes
EPM icon

Federated Hermes’s Evolution Petroleum EPM Stock Holding History

Federated Hermes’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
2024
Q2 		– Sell
-982
Closed -$6.03K – 2049
2024
Q1 		$6.03K Buy
982
+781
+389% +$4.49K ﹤0.01% 1819
2023
Q4 		$1.17K Buy
+201
New +$1.23K ﹤0.01% 1968
2019
Q1 		– Sell
-872
Closed -$6K – 2168
2018
Q4 		$6K Buy
872
+733
+527% +$6.87K ﹤0.01% 1948
2018
Q3 		$2K Sell
139
-133
-49% -$1.4K ﹤0.01% 2140
2018
Q2 		$3K Buy
+272
New +$2.5K ﹤0.01% 2070
2017
Q3 		– Sell
-217
Closed -$2K – 2152
2017
Q2 		$2K Buy
+217
New +$1.69K ﹤0.01% 2037
2015
Q3 		– Sell
-82
Closed -$1K – 1997
2015
Q2 		$1K Buy
+82
New +$560 ﹤0.01% 1896

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes's EPM Position: Q2 2024 in Review

Federated Hermes sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 982 shares — an estimated $6.03K sold.

Federated Hermes first reported a position in EPM in Q2 2015 and held it in 7 quarters. The position peaked at $6.03K in Q1 2024. 102 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

  • Federated Hermes reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
  • Federated Hermes sold 982 Evolution Petroleum shares in Q2 2024, an estimated $6.03K.
  • Federated Hermes first reported a position in Evolution Petroleum in Q2 2015 and held it in 7 quarters.
  • Federated Hermes's Evolution Petroleum position peaked at $6.03K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on Federated Hermes's 13F filing for Q2 2024, filed 8 Aug 2024.