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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
-11,500
Closed -$78.7K – 4377
2023
Q3 		$78.7K Sell
11,500
-200
-2% -$1.69K ﹤0.01% 3490
2023
Q2 		$94.4K Buy
+11,700
New +$86.6K ﹤0.01% 3253
2022
Q4 		– Sell
-13,400
Closed -$93K – 4638
2022
Q3 		$93K Buy
13,400
+1,700
+15% +$11.2K ﹤0.01% 4124
2022
Q2 		$94.4K Buy
+11,700
New +$78.7K ﹤0.01% 5283
2019
Q3 		– Sell
-600
Closed -$4K – 3868
2019
Q2 		$4K Sell
600
-12,600
-95% -$85.1K ﹤0.01% 3530
2019
Q1 		$89K Buy
13,200
+1,900
+17% +$13.8K ﹤0.01% 3268
2018
Q4 		$77K Sell
11,300
-5,100
-31% -$47.8K ﹤0.01% 3497
2018
Q3 		$181K Buy
+16,400
New +$173K ﹤0.01% 3283

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 $8.82B AUM 7.52% 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 $1.65B AUM 20.56% 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. 108 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.
  • 108 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.