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Friess Associates’s Evolution Petroleum EPM Stock Holding History

Friess Associates’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
2022
Q2 		– Sell
-364,938
Closed -$2.48M – 56
2022
Q1 		$2.48M Buy
+364,938
New +$2.35M 1.32% 32

Other funds holding EPM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 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 $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Friess Associates's EPM Position: Q2 2022 in Review

Friess Associates sold out of Evolution Petroleum (EPM) in Q2 2022, closing a stake of 364,938 shares — an estimated $2.48M sold.

Friess Associates first reported a position in EPM in Q1 2022 and held it in 1 quarter. The position peaked at $2.48M in Q1 2022. 80 funds tracked by Wall St. Rank hold EPM as of Q2 2022.

  • Friess Associates reported no remaining Evolution Petroleum position as of Q2 2022 after selling out during the quarter.
  • Friess Associates sold 364,938 Evolution Petroleum shares in Q2 2022, an estimated $2.48M.
  • Friess Associates first reported a position in Evolution Petroleum in Q1 2022 and held it in 1 quarter.
  • Friess Associates's Evolution Petroleum position peaked at $2.48M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2022.

Based on Friess Associates's 13F filing for Q2 2022, filed 15 Aug 2022.