LMR Partners’s Evolution Petroleum EPM Stock Holding History

LMR Partners’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 Q2	–	Sell	-17,900	Closed	-$113K	–	955
2023 Q1	$113K	Sell	17,900 -6,382	-26%	-$40.9K	﹤0.01%	925
2022 Q4	$183K	Sell	24,282 -12,604	-34%	-$94.8K	﹤0.01%	1004
2022 Q3	$257K	Hold	36,886	–	–	﹤0.01%	979
2022 Q2	$201K	Buy	+36,886	New	+$248K	﹤0.01%	1061
2021 Q3	–	Sell	-18,197	Closed	-$90K	–	1054
2021 Q2	$90K	Buy	+18,197	New	+$71.5K	﹤0.01%	883

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LMR Partners's EPM Position: Q2 2023 in Review

LMR Partners sold out of Evolution Petroleum (EPM) in Q2 2023, closing a stake of 17,900 shares — an estimated $113K sold.

LMR Partners first reported a position in EPM in Q2 2021 and held it in 5 quarters. The position peaked at $257K in Q3 2022. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

LMR Partners reported no remaining Evolution Petroleum position as of Q2 2023 after selling out during the quarter.
LMR Partners sold 17,900 Evolution Petroleum shares in Q2 2023, an estimated $113K.
LMR Partners first reported a position in Evolution Petroleum in Q2 2021 and held it in 5 quarters.
LMR Partners's Evolution Petroleum position peaked at $257K in Q3 2022.
113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on LMR Partners's 13F filing for Q2 2023, filed 14 Aug 2023.