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Nebula Research & Development’s Evolution Petroleum EPM Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-31,191
Closed -$252K – 545
2023
Q2 		$252K Buy
+31,191
New +$231K 0.19% 238

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Nebula Research & Development's EPM Position: Q3 2023 in Review

Nebula Research & Development sold out of Evolution Petroleum (EPM) in Q3 2023, closing a stake of 31,191 shares — an estimated $252K sold.

Nebula Research & Development first reported a position in EPM in Q2 2023 and held it in 1 quarter. The position peaked at $252K in Q2 2023. 116 funds tracked by Wall St. Rank hold EPM as of Q3 2023.

  • Nebula Research & Development reported no remaining Evolution Petroleum position as of Q3 2023 after selling out during the quarter.
  • Nebula Research & Development sold 31,191 Evolution Petroleum shares in Q3 2023, an estimated $252K.
  • Nebula Research & Development first reported a position in Evolution Petroleum in Q2 2023 and held it in 1 quarter.
  • Nebula Research & Development's Evolution Petroleum position peaked at $252K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2023.

Based on Nebula Research & Development's 13F filing for Q3 2023, filed 14 Nov 2023.