Stephen Yacktman’s Evolution Petroleum EPM Stock Holding History

Stephen Yacktman’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 Q1	–	Sell	-100,000	Closed	-$755K	–	69
2022 Q4	$755K	Sell	100,000 -70,000	-41%	-$526K	0.01%	67
2022 Q3	$1.18M	Hold	170,000	–	–	0.01%	64
2022 Q2	$928K	Sell	170,000 -35,000	-17%	-$236K	0.01%	63
2022 Q1	$1.39M	Hold	205,000	–	–	0.01%	60
2021 Q4	$1.03M	Hold	205,000	–	–	0.01%	61
2021 Q3	$1.16M	Hold	205,000	–	–	0.01%	59
2021 Q2	$1.02M	Buy	205,000 +40,000	+24%	+$157K	0.01%	60
2021 Q1	$558K	Hold	165,000	–	–	0.01%	63
2020 Q4	$470K	Buy	+165,000	New	+$418K	0.01%	59

Other funds holding EPM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Stephen Yacktman's EPM Position: Q1 2023 in Review

Stephen Yacktman sold out of Evolution Petroleum (EPM) in Q1 2023, closing a stake of 100,000 shares — an estimated $755K sold.

Stephen Yacktman first reported a position in EPM in Q4 2020 and held it in 9 quarters. The position peaked at $1.39M in Q1 2022. 101 funds tracked by Wall St. Rank hold EPM as of Q1 2023.

Stephen Yacktman reported no remaining Evolution Petroleum position as of Q1 2023 after selling out during the quarter.
Stephen Yacktman sold 100,000 Evolution Petroleum shares in Q1 2023, an estimated $755K.
Stephen Yacktman first reported a position in Evolution Petroleum in Q4 2020 and held it in 9 quarters.
Stephen Yacktman's Evolution Petroleum position peaked at $1.39M in Q1 2022.
101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2023.

Based on Yacktman Asset Management's 13F filing for Q1 2023, filed 8 May 2023.