MAFM
EPM icon

Mid Atlantic Financial Management’s Evolution Petroleum EPM Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$113K Sell
19,925
-2,125
-10% -$9.49K 0.01% 882
2021
Q2 		$109K Hold
22,050
– – 0.01% 897
2021
Q1 		$75K Hold
22,050
– – 0.01% 837
2020
Q4 		$63K Hold
22,050
– – ﹤0.01% 782
2020
Q3 		$48K Buy
22,050
+7,825
+55% +$20.8K ﹤0.01% 733
2020
Q2 		$40K Buy
+14,225
New +$38.2K ﹤0.01% 721

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mid Atlantic Financial Management's EPM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Evolution Petroleum (EPM) stake by 9.6% in Q3 2021, selling an estimated $9.49K and leaving 19,925 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #882.

Mid Atlantic Financial Management first reported a position in EPM in Q2 2020 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold EPM as of Q3 2021.

  • Mid Atlantic Financial Management held 19,925 shares of Evolution Petroleum worth $113K as of Q3 2021.
  • Mid Atlantic Financial Management sold 2,125 Evolution Petroleum shares in Q3 2021, an estimated $9.49K.
  • Evolution Petroleum made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #882 holding.
  • Mid Atlantic Financial Management first reported a position in Evolution Petroleum in Q2 2020 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.