Principal Financial Group
EPM icon

Principal Financial Group’s Evolution Petroleum EPM Stock Holding History

Principal Financial Group’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
-16,283
Closed -$85.8K – 2284
2024
Q2 		$85.8K Buy
16,283
+771
+5% +$4.33K ﹤0.01% 2234
2024
Q1 		$95.2K Buy
+15,512
New +$89.1K ﹤0.01% 2285

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
River Road Asset Management
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 $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group's EPM Position: Q3 2024 in Review

Principal Financial Group sold out of Evolution Petroleum (EPM) in Q3 2024, closing a stake of 16,283 shares — an estimated $85.8K sold.

Principal Financial Group first reported a position in EPM in Q1 2024 and held it in 2 quarters. The position peaked at $95.2K in Q1 2024. 114 funds tracked by Wall St. Rank hold EPM as of Q3 2024.

  • Principal Financial Group reported no remaining Evolution Petroleum position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 16,283 Evolution Petroleum shares in Q3 2024, an estimated $85.8K.
  • Principal Financial Group first reported a position in Evolution Petroleum in Q1 2024 and held it in 2 quarters.
  • Principal Financial Group's Evolution Petroleum position peaked at $95.2K in Q1 2024.
  • 114 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.