Money Concepts Capital’s Evolution Petroleum EPM Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-3,000	Closed	-$22.6K	–	1189
2022 Q4	$22.6K	Buy	3,000 +2,000	+200%	+$15K	﹤0.01%	1616
2022 Q3	$7K	Buy	+1,000	New	+$6.59K	﹤0.01%	1132
2022 Q2	–	Sell	-2,000	Closed	-$14K	–	1766
2022 Q1	$14K	Buy	+2,000	New	+$12.9K	﹤0.01%	1764

Other funds holding EPM

Renaissance Technologies New York $72.6B AUM 54.88% 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

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

NSIM

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

Money Concepts Capital's EPM Position: Q1 2023 in Review

Money Concepts Capital sold out of Evolution Petroleum (EPM) in Q1 2023, closing a stake of 3,000 shares — an estimated $22.6K sold.

Money Concepts Capital first reported a position in EPM in Q1 2022 and held it in 3 quarters. The position peaked at $22.6K in Q4 2022. 101 funds tracked by Wall St. Rank hold EPM as of Q1 2023.

Money Concepts Capital reported no remaining Evolution Petroleum position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,000 Evolution Petroleum shares in Q1 2023, an estimated $22.6K.
Money Concepts Capital first reported a position in Evolution Petroleum in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Evolution Petroleum position peaked at $22.6K in Q4 2022.
101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.