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Sandy Spring Bank’s Evolution Petroleum EPM Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-1,100
Closed -$2K – 993
2020
Q3 		$2K Buy
+1,100
New +$2.93K ﹤0.01% 797

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RRAM
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AR
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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AMI
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Sandy Spring Bank's EPM Position: Q4 2020 in Review

Sandy Spring Bank sold out of Evolution Petroleum (EPM) in Q4 2020, closing a stake of 1,100 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in EPM in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 81 funds tracked by Wall St. Rank hold EPM as of Q4 2020.

  • Sandy Spring Bank reported no remaining Evolution Petroleum position as of Q4 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 1,100 Evolution Petroleum shares in Q4 2020, an estimated $2K.
  • Sandy Spring Bank first reported a position in Evolution Petroleum in Q3 2020 and held it in 1 quarter.
  • Sandy Spring Bank's Evolution Petroleum position peaked at $2K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.