Janney Montgomery Scott
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Janney Montgomery Scott’s Evolution Petroleum EPM Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-57,364
Closed -$302K – 2710
2024
Q2 		$302K Buy
57,364
+1,892
+3% +$10.6K ﹤0.01% 2207
2024
Q1 		$341K Buy
55,472
+5,084
+10% +$29.2K ﹤0.01% 2253
2023
Q4 		$293K Buy
50,388
+7,457
+17% +$45.7K ﹤0.01% 2230
2023
Q3 		$294K Buy
+42,931
New +$363K ﹤0.01% 2145

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

Janney Montgomery Scott's EPM Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Evolution Petroleum (EPM) in Q3 2024, closing a stake of 57,364 shares — an estimated $302K sold.

Janney Montgomery Scott first reported a position in EPM in Q3 2023 and held it in 4 quarters. The position peaked at $341K in Q1 2024. 114 funds tracked by Wall St. Rank hold EPM as of Q3 2024.

  • Janney Montgomery Scott reported no remaining Evolution Petroleum position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 57,364 Evolution Petroleum shares in Q3 2024, an estimated $302K.
  • Janney Montgomery Scott first reported a position in Evolution Petroleum in Q3 2023 and held it in 4 quarters.
  • Janney Montgomery Scott's Evolution Petroleum position peaked at $341K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.