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Mutual Advisors’s Evolution Petroleum EPM Stock Holding History

Mutual Advisors’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
Q4 		– Sell
-16,625
Closed -$114K – 1031
2023
Q3 		$114K Buy
+16,625
New +$141K ﹤0.01% 944

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
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
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mutual Advisors's EPM Position: Q4 2023 in Review

Mutual Advisors sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 16,625 shares — an estimated $114K sold.

Mutual Advisors first reported a position in EPM in Q3 2023 and held it in 1 quarter. The position peaked at $114K in Q3 2023. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

  • Mutual Advisors reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
  • Mutual Advisors sold 16,625 Evolution Petroleum shares in Q4 2023, an estimated $114K.
  • Mutual Advisors first reported a position in Evolution Petroleum in Q3 2023 and held it in 1 quarter.
  • Mutual Advisors's Evolution Petroleum position peaked at $114K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.