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Raymond James Financial Services Advisors’s Evolution Petroleum EPM Stock Holding History

Raymond James Financial Services Advisors’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 		$1.29M Buy
242,567
+51,675
+27% +$273K ﹤0.01% 1997
2024
Q2 		$1.01M Buy
190,892
+20,567
+12% +$115K ﹤0.01% 2085
2024
Q1 		$1.05M Buy
170,325
+54,302
+47% +$312K ﹤0.01% 2033
2023
Q4 		$674K Buy
116,023
+54,315
+88% +$333K ﹤0.01% 2225
2023
Q3 		$422K Buy
61,708
+15,328
+33% +$130K ﹤0.01% 2431
2023
Q2 		$374K Buy
46,380
+2,108
+5% +$15.6K ﹤0.01% 2526
2023
Q1 		$279K Buy
44,272
+1,003
+2% +$6.43K ﹤0.01% 2683
2022
Q4 		$327K Buy
43,269
+1,400
+3% +$10.5K ﹤0.01% 2542
2022
Q3 		$291K Buy
41,869
+2,630
+7% +$17.3K ﹤0.01% 2589
2022
Q2 		$214K Sell
39,239
-745
-2% -$5.01K ﹤0.01% 2834
2022
Q1 		$271K Hold
39,984
– – ﹤0.01% 2788
2021
Q4 		$202K Buy
39,984
+10,636
+36% +$58.9K ﹤0.01% 2973
2021
Q3 		$167K Buy
29,348
+1,000
+4% +$4.47K ﹤0.01% 3031
2021
Q2 		$141K Buy
28,348
+3,220
+13% +$12.7K ﹤0.01% 3089
2021
Q1 		$85K Buy
+25,128
New +$86.6K ﹤0.01% 3059
2018
Q3 		– Sell
-10,700
Closed -$105K – 2842
2018
Q2 		$105K Buy
+10,700
New +$98.5K ﹤0.01% 2605

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 $1.65B 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

Raymond James Financial Services Advisors's EPM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Evolution Petroleum (EPM) stake by 27% in Q3 2024, buying an estimated $273K and bringing the position to 242,567 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Raymond James Financial Services Advisors first reported a position in EPM in Q2 2018 and has held it in 16 quarters since. 113 funds tracked by Wall St. Rank hold EPM as of Q3 2024.

  • Raymond James Financial Services Advisors held 242,567 shares of Evolution Petroleum worth $1.29M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 51,675 Evolution Petroleum shares in Q3 2024, an estimated $273K.
  • Evolution Petroleum made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1997 holding.
  • Raymond James Financial Services Advisors first reported a position in Evolution Petroleum in Q2 2018 and has held it in 16 quarters since.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.