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Thrivent Financial for Lutherans’s
Evolution Petroleum
EPM
Stock Holding History
Thrivent Financial for Lutherans’s Portfolio
EPM Stock Details
EPM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-10,753
Closed
-$74K
–
2498
2023
Q3
$74K
Hold
10,753
–
–
﹤0.01%
2418
2023
Q2
$87K
Sell
10,753
-821
-7%
-$6.07K
﹤0.01%
2439
2023
Q1
$73K
Buy
+11,574
New
+$74.2K
﹤0.01%
2424
2021
Q1
–
Sell
-18,204
Closed
-$52K
–
2536
2020
Q4
$52K
Hold
18,204
–
–
﹤0.01%
2454
2020
Q3
$41K
Hold
18,204
–
–
﹤0.01%
2361
2020
Q2
$51K
Hold
18,204
–
–
﹤0.01%
2279
2020
Q1
$48K
Hold
18,204
–
–
﹤0.01%
2240
2019
Q4
$100K
Hold
18,204
–
–
﹤0.01%
2199
2019
Q3
$106K
Sell
18,204
-81
-0.4%
-$495
﹤0.01%
2177
2019
Q2
$131K
Hold
18,285
–
–
﹤0.01%
2161
2019
Q1
$123K
Hold
18,285
–
–
﹤0.01%
2134
2018
Q4
$125K
Buy
+18,285
New
+$171K
﹤0.01%
1969
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30.48%
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40.44%
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
RRAM
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$8.82B AUM
7.52%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
RIM
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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
5.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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