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EPM icon

Navellier & Associates’s Evolution Petroleum EPM Stock Holding History

Navellier & Associates’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
-48,060
Closed -$329K – 331
2023
Q3 		$329K Buy
48,060
+128
+0.3% +$1.08K 0.06% 252
2023
Q2 		$387K Buy
47,932
+984
+2% +$7.28K 0.08% 195
2023
Q1 		$296K Sell
46,948
-786
-2% -$5.04K 0.06% 224
2022
Q4 		$360K Buy
47,734
+1,523
+3% +$11.4K 0.07% 201
2022
Q3 		$322K Buy
+46,211
New +$305K 0.07% 211
2019
Q2 		– Sell
-10,775
Closed -$73K – 285
2019
Q1 		$73K Sell
10,775
-83,236
-89% -$606K 0.01% 229
2018
Q4 		$641K Buy
94,011
+31,187
+50% +$292K 0.11% 131
2018
Q3 		$694K Buy
+62,824
New +$662K 0.09% 165

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return