NewEdge Advisors’s Evolution Petroleum EPM Stock Holding History

NewEdge 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
2024 Q1	–	Sell	-182	Closed	-$1.05K	–	3862
2023 Q4	$1.05K	Buy	182 +4	+2%	+$24	﹤0.01%	3454
2023 Q3	$1.22K	Buy	+178	New	+$1.51K	﹤0.01%	3145
2022 Q2	–	Sell	-19,925	Closed	-$135K	–	1583
2022 Q1	$135K	Hold	19,925	–	–	﹤0.01%	1058
2021 Q4	$101K	Buy	+19,925	New	+$110K	﹤0.01%	1586

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 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

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

RRAM

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors's EPM Position: Q1 2024 in Review

NewEdge Advisors sold out of Evolution Petroleum (EPM) in Q1 2024, closing a stake of 182 shares — an estimated $1.05K sold.

NewEdge Advisors first reported a position in EPM in Q4 2021 and held it in 4 quarters. The position peaked at $135K in Q1 2022. 103 funds tracked by Wall St. Rank hold EPM as of Q1 2024.

NewEdge Advisors reported no remaining Evolution Petroleum position as of Q1 2024 after selling out during the quarter.
NewEdge Advisors sold 182 Evolution Petroleum shares in Q1 2024, an estimated $1.05K.
NewEdge Advisors first reported a position in Evolution Petroleum in Q4 2021 and held it in 4 quarters.
NewEdge Advisors's Evolution Petroleum position peaked at $135K in Q1 2022.
103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.