GI
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Gradient Investments’s Evolution Petroleum EPM Stock Holding History

Gradient Investments’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
Q1 		– Sell
-12,779
Closed -$74.2K – 1403
2023
Q4 		$74.2K Buy
12,779
+229
+2% +$1.4K ﹤0.01% 468
2023
Q3 		$85.8K Hold
12,550
– – ﹤0.01% 410
2023
Q2 		$101K Buy
12,550
+182
+1% +$1.35K ﹤0.01% 405
2023
Q1 		$78K Buy
12,368
+2,034
+20% +$13K ﹤0.01% 419
2022
Q4 		$78K Buy
10,334
+165
+2% +$1.24K ﹤0.01% 428
2022
Q3 		$71K Buy
+10,169
New +$67K ﹤0.01% 425

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return