Seizert Capital Partners
EPM icon

Seizert Capital Partners’s Evolution Petroleum EPM Stock Holding History

Seizert Capital Partners’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
Q1 		– Sell
-29,803
Closed -$173K – 179
2023
Q4 		$173K Sell
29,803
-8,303
-22% -$50.8K 0.01% 172
2023
Q3 		$261K Sell
38,106
-4,683
-11% -$39.6K 0.01% 158
2023
Q2 		$345K Buy
+42,789
New +$317K 0.02% 153

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River Road Asset Management
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Renaissance Technologies
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RIM
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NSIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Seizert Capital Partners's EPM Position: Q1 2024 in Review

Seizert Capital Partners sold out of Evolution Petroleum (EPM) in Q1 2024, closing a stake of 29,803 shares — an estimated $173K sold.

Seizert Capital Partners first reported a position in EPM in Q2 2023 and held it in 3 quarters. The position peaked at $345K in Q2 2023. 103 funds tracked by Wall St. Rank hold EPM as of Q1 2024.

  • Seizert Capital Partners reported no remaining Evolution Petroleum position as of Q1 2024 after selling out during the quarter.
  • Seizert Capital Partners sold 29,803 Evolution Petroleum shares in Q1 2024, an estimated $173K.
  • Seizert Capital Partners first reported a position in Evolution Petroleum in Q2 2023 and held it in 3 quarters.
  • Seizert Capital Partners's Evolution Petroleum position peaked at $345K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2024.

Based on Seizert Capital Partners's 13F filing for Q1 2024, filed 1 May 2024.