Gradient Investments
EPM icon

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 $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
River Road Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's EPM Position: Q1 2024 in Review

Gradient Investments sold out of Evolution Petroleum (EPM) in Q1 2024, closing a stake of 12,779 shares — an estimated $74.2K sold.

Gradient Investments first reported a position in EPM in Q3 2022 and held it in 6 quarters. The position peaked at $101K in Q2 2023. 103 funds tracked by Wall St. Rank hold EPM as of Q1 2024.

  • Gradient Investments reported no remaining Evolution Petroleum position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 12,779 Evolution Petroleum shares in Q1 2024, an estimated $74.2K.
  • Gradient Investments first reported a position in Evolution Petroleum in Q3 2022 and held it in 6 quarters.
  • Gradient Investments's Evolution Petroleum position peaked at $101K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.