Panagora Asset Management
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Panagora Asset Management’s Evolution Petroleum EPM Stock Holding History

Panagora Asset Management’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
2021
Q1 		– Sell
-786
Closed -$2K – 2849
2020
Q4 		$2K Sell
786
-46,610
-98% -$118K ﹤0.01% 2618
2020
Q3 		$106K Sell
47,396
-24,136
-34% -$64.2K ﹤0.01% 1772
2020
Q2 		$200K Buy
71,532
+374
+0.5% +$1K ﹤0.01% 1530
2020
Q1 		$186K Hold
71,158
– – ﹤0.01% 1481
2019
Q4 		$389K Sell
71,158
-21,860
-24% -$120K ﹤0.01% 1385
2019
Q3 		$543K Hold
93,018
– – ﹤0.01% 1258
2019
Q2 		$665K Hold
93,018
– – ﹤0.01% 1327
2019
Q1 		$628K Sell
93,018
-3,712
-4% -$27K ﹤0.01% 1321
2018
Q4 		$660K Buy
96,730
+39,748
+70% +$373K ﹤0.01% 1250
2018
Q3 		$630K Buy
56,982
+17,749
+45% +$187K ﹤0.01% 1310
2018
Q2 		$386K Buy
39,233
+22,093
+129% +$203K ﹤0.01% 1450
2018
Q1 		$136K Buy
17,140
+7,327
+75% +$56.8K ﹤0.01% 1781
2017
Q4 		$67K Hold
9,813
– – ﹤0.01% 1991
2017
Q3 		$70K Hold
9,813
– – ﹤0.01% 1984
2017
Q2 		$79K Hold
9,813
– – ﹤0.01% 1945
2017
Q1 		$78K Sell
9,813
-2,356
-19% -$20.1K ﹤0.01% 1915
2016
Q4 		$121K Hold
12,169
– – ﹤0.01% 1892
2016
Q3 		$76K Sell
12,169
-6,570
-35% -$37.6K ﹤0.01% 2029
2016
Q2 		$102K Sell
18,739
-3,533
-16% -$19.1K ﹤0.01% 1907
2016
Q1 		$108K Buy
22,272
+3,533
+19% +$15.9K ﹤0.01% 1838
2015
Q4 		$90K Hold
18,739
– – ﹤0.01% 1823
2015
Q3 		$106K Hold
18,739
– – ﹤0.01% 1801
2015
Q2 		$123K Hold
18,739
– – ﹤0.01% 1882
2015
Q1 		$111K Sell
18,739
-5,735
-23% -$38.5K ﹤0.01% 1912
2014
Q4 		$182K Hold
24,474
– – ﹤0.01% 1647
2014
Q3 		$225K Sell
24,474
-16,334
-40% -$169K ﹤0.01% 1589
2014
Q2 		$443K Sell
40,808
-20,253
-33% -$232K ﹤0.01% 1427
2014
Q1 		$776K Sell
61,061
-6,967
-10% -$89.2K ﹤0.01% 1281
2013
Q4 		$840K Buy
68,028
+950
+1% +$11.4K ﹤0.01% 1227
2013
Q3 		$756K Sell
67,078
-12,641
-16% -$146K ﹤0.01% 1220
2013
Q2 		$867K Buy
+79,719
New +$826K ﹤0.01% 1113

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Panagora Asset Management's EPM Position: Q1 2021 in Review

Panagora Asset Management sold out of Evolution Petroleum (EPM) in Q1 2021, closing a stake of 786 shares — an estimated $2K sold.

Panagora Asset Management first reported a position in EPM in Q2 2013 and held it in 31 quarters. The position peaked at $867K in Q2 2013. 78 funds tracked by Wall St. Rank hold EPM as of Q1 2021.

  • Panagora Asset Management reported no remaining Evolution Petroleum position as of Q1 2021 after selling out during the quarter.
  • Panagora Asset Management sold 786 Evolution Petroleum shares in Q1 2021, an estimated $2K.
  • Panagora Asset Management first reported a position in Evolution Petroleum in Q2 2013 and held it in 31 quarters.
  • Panagora Asset Management's Evolution Petroleum position peaked at $867K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2021.

Based on Panagora Asset Management's 13F filing for Q1 2021, filed 12 May 2021.