PI
EPM icon

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
2024
Q3 		– Sell
-11,900
Closed -$62.7K – 3639
2024
Q2 		$62.7K Buy
+11,900
New +$66.8K ﹤0.01% 3118
2024
Q1 		– Sell
-13,800
Closed -$80.2K – 4197
2023
Q4 		$80.2K Hold
13,800
– – ﹤0.01% 3630
2023
Q3 		$94.4K Buy
13,800
+1,000
+8% +$8.46K ﹤0.01% 3418
2023
Q2 		$103K Buy
+12,800
New +$94.7K ﹤0.01% 3218
2022
Q3 		– Sell
-12,800
Closed -$103K – 5242
2022
Q2 		$103K Buy
+12,800
New +$86.1K ﹤0.01% 5237
2022
Q1 		– Sell
-15,000
Closed -$76K – 5394
2021
Q4 		$76K Hold
15,000
– – ﹤0.01% 4480
2021
Q3 		$85K Buy
+15,000
New +$67K ﹤0.01% 4413
2019
Q3 		– Sell
-18,500
Closed -$132K – 3867
2019
Q2 		$132K Sell
18,500
-1,100
-6% -$7.43K ﹤0.01% 3051
2019
Q1 		$132K Sell
19,600
-83,700
-81% -$609K ﹤0.01% 3126
2018
Q4 		$705K Buy
103,300
+46,100
+81% +$432K ﹤0.01% 2061
2018
Q3 		$632K Buy
+57,200
New +$603K ﹤0.01% 2379

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $63.9B AUM 45.56% 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 $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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.