UMB Bank’s Evolution Petroleum EPM Stock Holding History

UMB Bank’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	-158	Closed	-$1.08K	–	1644
2023 Q3	$1.08K	Buy	+158	New	+$1.34K	﹤0.01%	1592

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

RIM

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

NSIM

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

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UMB Bank's EPM Position: Q4 2023 in Review

UMB Bank sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 158 shares — an estimated $1.08K sold.

UMB Bank first reported a position in EPM in Q3 2023 and held it in 1 quarter. The position peaked at $1.08K in Q3 2023. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

UMB Bank reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
UMB Bank sold 158 Evolution Petroleum shares in Q4 2023, an estimated $1.08K.
UMB Bank first reported a position in Evolution Petroleum in Q3 2023 and held it in 1 quarter.
UMB Bank's Evolution Petroleum position peaked at $1.08K in Q3 2023.
109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on UMB Bank's 13F filing for Q4 2023, filed 23 Jan 2024.