Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Evolution Petroleum EPM Stock Holding History

Jacobs Levy Equity Management’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
Q2 		– Sell
-20,649
Closed -$130K – 998
2023
Q1 		$130K Sell
20,649
-55,351
-73% -$355K ﹤0.01% 927
2022
Q4 		$574K Sell
76,000
-1,301
-2% -$9.78K ﹤0.01% 772
2022
Q3 		$538K Buy
77,301
+53,028
+218% +$349K ﹤0.01% 818
2022
Q2 		$133K Buy
+24,273
New +$163K ﹤0.01% 975

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Jacobs Levy Equity Management's EPM Position: Q2 2023 in Review

Jacobs Levy Equity Management sold out of Evolution Petroleum (EPM) in Q2 2023, closing a stake of 20,649 shares — an estimated $130K sold.

Jacobs Levy Equity Management first reported a position in EPM in Q2 2022 and held it in 4 quarters. The position peaked at $574K in Q4 2022. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

  • Jacobs Levy Equity Management reported no remaining Evolution Petroleum position as of Q2 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 20,649 Evolution Petroleum shares in Q2 2023, an estimated $130K.
  • Jacobs Levy Equity Management first reported a position in Evolution Petroleum in Q2 2022 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Evolution Petroleum position peaked at $574K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2023, filed 14 Aug 2023.