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Moors & Cabot’s Evolution Petroleum EPM Stock Holding History

Moors & Cabot’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
2024
Q4 		– Sell
-16,544
Closed -$87.8K – 898
2024
Q3 		$87.8K Hold
16,544
– – ﹤0.01% 849
2024
Q2 		$87.2K Hold
16,544
– – ﹤0.01% 819
2024
Q1 		$102K Buy
+16,544
New +$95K 0.01% 857

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
River Road Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Moors & Cabot's EPM Position: Q4 2024 in Review

Moors & Cabot sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 16,544 shares — an estimated $87.8K sold.

Moors & Cabot first reported a position in EPM in Q1 2024 and held it in 3 quarters. The position peaked at $102K in Q1 2024. 113 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

  • Moors & Cabot reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
  • Moors & Cabot sold 16,544 Evolution Petroleum shares in Q4 2024, an estimated $87.8K.
  • Moors & Cabot first reported a position in Evolution Petroleum in Q1 2024 and held it in 3 quarters.
  • Moors & Cabot's Evolution Petroleum position peaked at $102K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Moors & Cabot's 13F filing for Q4 2024, filed 7 Feb 2025.