SignatureFD
EPM icon

SignatureFD’s Evolution Petroleum EPM Stock Holding History

SignatureFD’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
2023
Q2 		– Sell
-1,000
Closed -$6.31K – 3273
2023
Q1 		$6.31K Buy
1,000
+500
+100% +$3.2K ﹤0.01% 2414
2022
Q4 		$3.77K Hold
500
– – ﹤0.01% 2585
2022
Q3 		$3K Buy
+500
New +$3.29K ﹤0.01% 2630

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

SignatureFD's EPM Position: Q2 2023 in Review

SignatureFD sold out of Evolution Petroleum (EPM) in Q2 2023, closing a stake of 1,000 shares — an estimated $6.31K sold.

SignatureFD first reported a position in EPM in Q3 2022 and held it in 3 quarters. The position peaked at $6.31K in Q1 2023. 113 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

  • SignatureFD reported no remaining Evolution Petroleum position as of Q2 2023 after selling out during the quarter.
  • SignatureFD sold 1,000 Evolution Petroleum shares in Q2 2023, an estimated $6.31K.
  • SignatureFD first reported a position in Evolution Petroleum in Q3 2022 and held it in 3 quarters.
  • SignatureFD's Evolution Petroleum position peaked at $6.31K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on SignatureFD's 13F filing for Q2 2023, filed 1 Aug 2023.