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Jamison Private Wealth Management’s Evolution Petroleum EPM Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-8,000
Closed – – 285
2024
Q3 		$0 Hold
8,000
– – ﹤0.01% 463
2024
Q2 		$0 Hold
8,000
– – ﹤0.01% 459
2024
Q1 		$0 Buy
+8,000
New +$45.9K ﹤0.01% 488

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
RRAM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jamison Private Wealth Management's EPM Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 8,000 shares.

Jamison Private Wealth Management first reported a position in EPM in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 113 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 8,000 Evolution Petroleum shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Evolution Petroleum in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Evolution Petroleum position peaked at $0 in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.