Inspire Investing
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Inspire Investing’s Evolution Petroleum EPM Stock Holding History

Inspire Investing’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
Q3 		– Sell
-71,641
Closed -$578K – 831
2023
Q2 		$578K Buy
+71,641
New +$530K 0.07% 266

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

Inspire Investing's EPM Position: Q3 2023 in Review

Inspire Investing sold out of Evolution Petroleum (EPM) in Q3 2023, closing a stake of 71,641 shares — an estimated $578K sold.

Inspire Investing first reported a position in EPM in Q2 2023 and held it in 1 quarter. The position peaked at $578K in Q2 2023. 116 funds tracked by Wall St. Rank hold EPM as of Q3 2023.

  • Inspire Investing reported no remaining Evolution Petroleum position as of Q3 2023 after selling out during the quarter.
  • Inspire Investing sold 71,641 Evolution Petroleum shares in Q3 2023, an estimated $578K.
  • Inspire Investing first reported a position in Evolution Petroleum in Q2 2023 and held it in 1 quarter.
  • Inspire Investing's Evolution Petroleum position peaked at $578K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.