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Joel Greenblatt’s Evolution Petroleum EPM Stock Holding History

Joel Greenblatt’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
2014
Q4 		– Sell
-13,068
Closed -$120K – 972
2014
Q3 		$120K Sell
13,068
-4,007
-23% -$41.4K ﹤0.01% 963
2014
Q2 		$187K Sell
17,075
-7,463
-30% -$85.6K ﹤0.01% 967
2014
Q1 		$312K Buy
24,538
+6,699
+38% +$85.7K ﹤0.01% 885
2013
Q4 		$220K Buy
+17,839
New +$215K 0.01% 917

Other funds holding EPM

JA
JVL Advisors Houston, Texas $14.6M AUM 82.81% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Joel Greenblatt's EPM Position: Q4 2014 in Review

Joel Greenblatt sold out of Evolution Petroleum (EPM) in Q4 2014, closing a stake of 13,068 shares — an estimated $120K sold.

Joel Greenblatt first reported a position in EPM in Q4 2013 and held it in 4 quarters. The position peaked at $312K in Q1 2014. 86 funds tracked by Wall St. Rank hold EPM as of Q4 2014.

  • Joel Greenblatt reported no remaining Evolution Petroleum position as of Q4 2014 after selling out during the quarter.
  • Joel Greenblatt sold 13,068 Evolution Petroleum shares in Q4 2014, an estimated $120K.
  • Joel Greenblatt first reported a position in Evolution Petroleum in Q4 2013 and held it in 4 quarters.
  • Joel Greenblatt's Evolution Petroleum position peaked at $312K in Q1 2014.
  • 86 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2014.

Based on Gotham Asset Management's 13F filing for Q4 2014, filed 17 Feb 2015.