M&T Bank
EPM icon

M&T Bank’s Evolution Petroleum EPM Stock Holding History

M&T Bank’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
2021
Q4 		– Sell
-31,575
Closed -$179K – 1598
2021
Q3 		$179K Sell
31,575
-9,535
-23% -$42.6K ﹤0.01% 1450
2021
Q2 		$204K Sell
41,110
-1,621
-4% -$6.37K ﹤0.01% 1456
2021
Q1 		$144K Buy
42,731
+5,060
+13% +$17.4K ﹤0.01% 1452
2020
Q4 		$107K Sell
37,671
-30
-0.1% -$76 ﹤0.01% 1580
2020
Q3 		$84K Buy
37,701
+8,341
+28% +$22.2K ﹤0.01% 1501
2020
Q2 		$82K Buy
29,360
+1,984
+7% +$5.33K ﹤0.01% 1466
2020
Q1 		$71K Buy
27,376
+11,534
+73% +$52.2K ﹤0.01% 1447
2019
Q4 		$87K Buy
15,842
+1,976
+14% +$10.9K ﹤0.01% 1327
2019
Q3 		$81K Buy
13,866
+936
+7% +$5.72K ﹤0.01% 1511
2019
Q2 		$92K Hold
12,930
– – ﹤0.01% 1505
2019
Q1 		$87K Buy
+12,930
New +$94.1K ﹤0.01% 1496

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

M&T Bank's EPM Position: Q4 2021 in Review

M&T Bank sold out of Evolution Petroleum (EPM) in Q4 2021, closing a stake of 31,575 shares — an estimated $179K sold.

M&T Bank first reported a position in EPM in Q1 2019 and held it in 11 quarters. The position peaked at $204K in Q2 2021. 75 funds tracked by Wall St. Rank hold EPM as of Q4 2021.

  • M&T Bank reported no remaining Evolution Petroleum position as of Q4 2021 after selling out during the quarter.
  • M&T Bank sold 31,575 Evolution Petroleum shares in Q4 2021, an estimated $179K.
  • M&T Bank first reported a position in Evolution Petroleum in Q1 2019 and held it in 11 quarters.
  • M&T Bank's Evolution Petroleum position peaked at $204K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2021.

Based on M&T Bank's 13F filing for Q4 2021, filed 7 Feb 2022.