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PEAK6 Investments’s Evolution Petroleum EPM Stock Holding History

PEAK6 Investments’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
-7,749
Closed -$47.4K – 4376
2023
Q3 		$53K Buy
+7,749
New +$65.5K ﹤0.01% 3613
2022
Q4 		– Sell
-9,265
Closed -$64K – 4637
2022
Q3 		$64K Buy
+9,265
New +$61.1K ﹤0.01% 4278
2019
Q2 		– Sell
-4,882
Closed -$33K – 3827
2019
Q1 		$33K Buy
+4,882
New +$35.5K ﹤0.01% 3497

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
Dimensional Fund Advisors
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PEAK6 Investments's EPM Position: Q4 2023 in Review

PEAK6 Investments sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 7,749 shares — an estimated $47.4K sold.

PEAK6 Investments first reported a position in EPM in Q1 2019 and held it in 3 quarters. The position peaked at $64K in Q3 2022. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

  • PEAK6 Investments reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
  • PEAK6 Investments sold 7,749 Evolution Petroleum shares in Q4 2023, an estimated $47.4K.
  • PEAK6 Investments first reported a position in Evolution Petroleum in Q1 2019 and held it in 3 quarters.
  • PEAK6 Investments's Evolution Petroleum position peaked at $64K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.