Lazard Asset Management
EPM icon

Lazard Asset Management’s Evolution Petroleum EPM Stock Holding History

Lazard Asset 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
Q4 		– Sell
-5,209
Closed -$35K – 2311
2023
Q3 		$35K Sell
5,209
-1,547
-23% -$13.1K ﹤0.01% 1953
2023
Q2 		$54K Hold
6,756
– – ﹤0.01% 1809
2023
Q1 		$42K Hold
6,756
– – ﹤0.01% 1849
2022
Q4 		$51K Hold
6,756
– – ﹤0.01% 1800
2022
Q3 		$47K Buy
6,756
+1,002
+17% +$6.6K ﹤0.01% 1818
2022
Q2 		$31K Hold
5,754
– – ﹤0.01% 1991
2022
Q1 		$39K Buy
+5,754
New +$37K ﹤0.01% 1858
2019
Q4 		– Sell
-203
Closed -$1K – 1564
2019
Q3 		$1K Buy
+203
New +$1.24K ﹤0.01% 1428
2015
Q3 		– Sell
-644,600
Closed -$4.25M – 1098
2015
Q2 		$4.25M Sell
644,600
-261,405
-29% -$1.79M 0.01% 542
2015
Q1 		$5.39M Sell
906,005
-233,295
-20% -$1.57M 0.01% 525
2014
Q4 		$8.46M Buy
1,139,300
+75,846
+7% +$636K 0.02% 434
2014
Q3 		$9.76M Buy
1,063,454
+275,554
+35% +$2.85M 0.02% 388
2014
Q2 		$8.63M Buy
787,900
+188,650
+31% +$2.16M 0.02% 426
2014
Q1 		$7.63M Buy
+599,250
New +$7.67M 0.02% 420

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
RRAM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management's EPM Position: Q4 2023 in Review

Lazard Asset Management sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 5,209 shares — an estimated $35K sold.

Lazard Asset Management first reported a position in EPM in Q1 2014 and held it in 14 quarters. The position peaked at $9.76M in Q3 2014. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

  • Lazard Asset Management reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 5,209 Evolution Petroleum shares in Q4 2023, an estimated $35K.
  • Lazard Asset Management first reported a position in Evolution Petroleum in Q1 2014 and held it in 14 quarters.
  • Lazard Asset Management's Evolution Petroleum position peaked at $9.76M in Q3 2014.
  • 109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.