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Tucker Asset Management’s Evolution Petroleum EPM Stock Holding History

Tucker Asset 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
-2,172
Closed -$14.9K – 1494
2023
Q3 		$14.9K Buy
+2,172
New +$18.4K ﹤0.01% 563

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Dimensional Fund Advisors
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River Road Asset Management
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RIM
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NSIM
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PMAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tucker Asset Management's EPM Position: Q4 2023 in Review

Tucker Asset Management sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 2,172 shares — an estimated $14.9K sold.

Tucker Asset Management first reported a position in EPM in Q3 2023 and held it in 1 quarter. The position peaked at $14.9K in Q3 2023. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

  • Tucker Asset Management reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 2,172 Evolution Petroleum shares in Q4 2023, an estimated $14.9K.
  • Tucker Asset Management first reported a position in Evolution Petroleum in Q3 2023 and held it in 1 quarter.
  • Tucker Asset Management's Evolution Petroleum position peaked at $14.9K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.