LSV Asset Management

LSV Asset Management’s Evolution Petroleum EPM Stock Holding History

LSV 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	-208,100	Closed	-$1.42M	–	875
2023 Q3	$1.42M	Hold	208,100	–	–	﹤0.01%	651
2023 Q2	$1.68M	Buy	208,100 +114,700	+123%	+$849K	﹤0.01%	645
2023 Q1	$589K	Sell	93,400 -4,000	-4%	-$25.6K	﹤0.01%	710
2022 Q4	$735K	Buy	97,400 +10,900	+13%	+$81.9K	﹤0.01%	682
2022 Q3	$602K	Sell	86,500 -55,800	-39%	-$368K	﹤0.01%	696
2022 Q2	$777K	Buy	142,300 +49,108	+53%	+$330K	﹤0.01%	707
2022 Q1	$633K	Buy	93,192 +58,133	+166%	+$374K	﹤0.01%	744
2021 Q4	$177K	Buy	35,059 +15,559	+80%	+$86.2K	﹤0.01%	840
2021 Q3	$110K	Buy	+19,500	New	+$87.1K	﹤0.01%	863
2018 Q3	–	Sell	-98,656	Closed	-$971K	–	981
2018 Q2	$971K	Hold	98,656	–	–	﹤0.01%	810
2018 Q1	$794K	Sell	98,656 -8,600	-8%	-$66.7K	﹤0.01%	831
2017 Q4	$734K	Sell	107,256 -1,400	-1%	-$9.84K	﹤0.01%	818
2017 Q3	$782K	Hold	108,656	–	–	﹤0.01%	825
2017 Q2	$880K	Buy	108,656 +20,100	+23%	+$157K	﹤0.01%	811
2017 Q1	$708K	Buy	+88,556	New	+$755K	﹤0.01%	835

Other funds holding EPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

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