Marshall Wace
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Marshall Wace’s Evolution Petroleum EPM Stock Holding History

Marshall Wace’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
2025
Q1 		– Sell
-27,249
Closed -$143K – 2747
2024
Q4 		$143K Buy
+27,249
New +$149K ﹤0.01% 2404
2023
Q3 		– Sell
-134,557
Closed -$1.09M – 2317
2023
Q2 		$1.09M Buy
134,557
+74,391
+124% +$550K ﹤0.01% 1679
2023
Q1 		$380K Sell
60,166
-3,713
-6% -$23.8K ﹤0.01% 2216
2022
Q4 		$482K Sell
63,879
-79,220
-55% -$596K ﹤0.01% 2389
2022
Q3 		$996K Sell
143,099
-6,909
-5% -$45.5K ﹤0.01% 2414
2022
Q2 		$818K Sell
150,008
-86,305
-37% -$581K ﹤0.01% 2552
2022
Q1 		$1.6M Buy
236,313
+203,899
+629% +$1.31M ﹤0.01% 2194
2021
Q4 		$164K Buy
+32,414
New +$180K ﹤0.01% 3229
2021
Q3 		– Sell
-24,224
Closed -$120K – 3122
2021
Q2 		$120K Buy
+24,224
New +$95.2K ﹤0.01% 2523
2020
Q1 		– Sell
-49,312
Closed -$270K – 1739
2019
Q4 		$270K Sell
49,312
-31,933
-39% -$176K ﹤0.01% 1300
2019
Q3 		$474K Buy
81,245
+33,488
+70% +$205K ﹤0.01% 1120
2019
Q2 		$341K Buy
47,757
+26,056
+120% +$176K ﹤0.01% 1157
2019
Q1 		$146K Buy
+21,701
New +$158K ﹤0.01% 1378

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace's EPM Position: Q1 2025 in Review

Marshall Wace sold out of Evolution Petroleum (EPM) in Q1 2025, closing a stake of 27,249 shares — an estimated $143K sold.

Marshall Wace first reported a position in EPM in Q1 2019 and held it in 13 quarters. The position peaked at $1.6M in Q1 2022. 112 funds tracked by Wall St. Rank hold EPM as of Q1 2025.

  • Marshall Wace reported no remaining Evolution Petroleum position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 27,249 Evolution Petroleum shares in Q1 2025, an estimated $143K.
  • Marshall Wace first reported a position in Evolution Petroleum in Q1 2019 and held it in 13 quarters.
  • Marshall Wace's Evolution Petroleum position peaked at $1.6M in Q1 2022.
  • 112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.