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Quantbot Technologies’s Evolution Petroleum EPM Stock Holding History

Quantbot Technologies’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
Q4 		– Sell
-3,332
Closed -$17.7K – 1573
2024
Q3 		$17.7K Buy
+3,332
New +$17.6K ﹤0.01% 1346
2023
Q3 		– Sell
-17,460
Closed -$141K – 1650
2023
Q2 		$141K Buy
17,460
+11,451
+191% +$84.7K 0.01% 1084
2023
Q1 		$37.9K Sell
6,009
-824
-12% -$5.28K ﹤0.01% 1295
2022
Q4 		$51.6K Buy
+6,833
New +$51.4K ﹤0.01% 1291

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

Quantbot Technologies's EPM Position: Q4 2024 in Review

Quantbot Technologies sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 3,332 shares — an estimated $17.7K sold.

Quantbot Technologies first reported a position in EPM in Q4 2022 and held it in 4 quarters. The position peaked at $141K in Q2 2023. 113 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

  • Quantbot Technologies reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
  • Quantbot Technologies sold 3,332 Evolution Petroleum shares in Q4 2024, an estimated $17.7K.
  • Quantbot Technologies first reported a position in Evolution Petroleum in Q4 2022 and held it in 4 quarters.
  • Quantbot Technologies's Evolution Petroleum position peaked at $141K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Quantbot Technologies's 13F filing for Q4 2024, filed 11 Feb 2025.