Lazard Asset Management

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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return