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Stone House Investment Management’s Evolution Petroleum EPM Stock Holding History

Stone House Investment Management’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
Q4 		– Sell
-203
Closed -$1.39K – 331
2023
Q3 		$1.39K Buy
+203
New +$1.72K ﹤0.01% 283

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

Stone House Investment Management's EPM Position: Q4 2023 in Review

Stone House Investment Management sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 203 shares — an estimated $1.39K sold.

Stone House Investment Management first reported a position in EPM in Q3 2023 and held it in 1 quarter. The position peaked at $1.39K in Q3 2023. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

  • Stone House Investment Management reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 203 Evolution Petroleum shares in Q4 2023, an estimated $1.39K.
  • Stone House Investment Management first reported a position in Evolution Petroleum in Q3 2023 and held it in 1 quarter.
  • Stone House Investment Management's Evolution Petroleum position peaked at $1.39K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.