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State of Wyoming’s Evolution Petroleum EPM Stock Holding History

State of Wyoming’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
Q2 		– Sell
-21,108
Closed -$130K – 1724
2024
Q1 		$130K Buy
21,108
+9,065
+75% +$52.1K 0.02% 844
2023
Q4 		$70K Sell
12,043
-8,873
-42% -$54.3K 0.01% 1207
2023
Q3 		$143K Buy
20,916
+17,423
+499% +$147K 0.03% 664
2023
Q2 		$28.2K Sell
3,493
-198
-5% -$1.47K 0.01% 1335
2023
Q1 		$23.3K Buy
+3,691
New +$23.7K 0.01% 1390

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

State of Wyoming's EPM Position: Q2 2024 in Review

State of Wyoming sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 21,108 shares — an estimated $130K sold.

State of Wyoming first reported a position in EPM in Q1 2023 and held it in 5 quarters. The position peaked at $143K in Q3 2023. 101 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

  • State of Wyoming reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
  • State of Wyoming sold 21,108 Evolution Petroleum shares in Q2 2024, an estimated $130K.
  • State of Wyoming first reported a position in Evolution Petroleum in Q1 2023 and held it in 5 quarters.
  • State of Wyoming's Evolution Petroleum position peaked at $143K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on State of Wyoming's 13F filing for Q2 2024, filed 14 Aug 2024.