RA
EPM icon

Royce & Associates’s Evolution Petroleum EPM Stock Holding History

Royce & Associates’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
2020
Q3 		– Sell
-11,716
Closed -$33K – 1042
2020
Q2 		$33K Buy
+11,716
New +$31.4K ﹤0.01% 1083
2020
Q1 		– Sell
-6,184
Closed -$34K – 1160
2019
Q4 		$34K Buy
6,184
+502
+9% +$2.76K ﹤0.01% 1072
2019
Q3 		$33K Buy
5,682
+2,090
+58% +$12.8K ﹤0.01% 1093
2019
Q2 		$26K Buy
3,592
+357
+11% +$2.41K ﹤0.01% 1095
2019
Q1 		$22K Buy
3,235
+934
+41% +$6.8K ﹤0.01% 1117
2018
Q4 		$16K Buy
2,301
+231
+11% +$2.17K ﹤0.01% 1125
2018
Q3 		$23K Buy
2,070
+855
+70% +$9.01K ﹤0.01% 1143
2018
Q2 		$12K Buy
1,215
+346
+40% +$3.19K ﹤0.01% 1187
2018
Q1 		$7K Sell
869
-247
-22% -$1.92K ﹤0.01% 1221
2017
Q4 		$8K Buy
1,116
+115
+11% +$808 ﹤0.01% 1210
2017
Q3 		$7K Buy
+1,001
New +$7.58K ﹤0.01% 1204
2015
Q1 		– Sell
-6,200
Closed -$46K – 1255
2014
Q4 		$46K Buy
6,200
+2,700
+77% +$22.6K ﹤0.01% 1261
2014
Q3 		$32K Hold
3,500
– – ﹤0.01% 1369
2014
Q2 		$38K Hold
3,500
– – ﹤0.01% 1389
2014
Q1 		$45K Hold
3,500
– – ﹤0.01% 1380
2013
Q4 		$43K Hold
3,500
– – ﹤0.01% 1398
2013
Q3 		$39K Buy
+3,500
New +$40.4K ﹤0.01% 1412

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ACH
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return