VOYA Investment Management
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VOYA Investment Management’s Evolution Petroleum EPM Stock Holding History

VOYA 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
2024
Q2 		– Sell
-10,698
Closed -$65.7K – 2851
2024
Q1 		$65.7K Sell
10,698
-3,845
-26% -$22.1K ﹤0.01% 2697
2023
Q4 		$84.5K Buy
14,543
+129
+0.9% +$790 ﹤0.01% 2794
2023
Q3 		$98.6K Buy
14,414
+204
+1% +$1.73K ﹤0.01% 2739
2023
Q2 		$115K Buy
+14,210
New +$105K ﹤0.01% 2753
2020
Q2 		– Sell
-15,324
Closed -$40K – 2540
2020
Q1 		$40K Sell
15,324
-2,481
-14% -$11.2K ﹤0.01% 2523
2019
Q4 		$97K Buy
17,805
+4,788
+37% +$26.3K ﹤0.01% 2551
2019
Q3 		$76K Hold
13,017
– – ﹤0.01% 2453
2019
Q2 		$93K Buy
13,017
+2,361
+22% +$15.9K ﹤0.01% 2484
2019
Q1 		$72K Hold
10,656
– – ﹤0.01% 2480
2018
Q4 		$73K Hold
10,656
– – ﹤0.01% 2446
2018
Q3 		$118K Hold
10,656
– – ﹤0.01% 2477
2018
Q2 		$105K Hold
10,656
– – ﹤0.01% 2514
2018
Q1 		$86K Hold
10,656
– – ﹤0.01% 2497
2017
Q4 		$73K Hold
10,656
– – ﹤0.01% 2542
2017
Q3 		$77K Hold
10,656
– – ﹤0.01% 2589
2017
Q2 		$86K Buy
+10,656
New +$83.2K ﹤0.01% 2611

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VOYA Investment Management's EPM Position: Q2 2024 in Review

VOYA Investment Management sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 10,698 shares — an estimated $65.7K sold.

VOYA Investment Management first reported a position in EPM in Q2 2017 and held it in 16 quarters. The position peaked at $118K in Q3 2018. 102 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

  • VOYA Investment Management reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
  • VOYA Investment Management sold 10,698 Evolution Petroleum shares in Q2 2024, an estimated $65.7K.
  • VOYA Investment Management first reported a position in Evolution Petroleum in Q2 2017 and held it in 16 quarters.
  • VOYA Investment Management's Evolution Petroleum position peaked at $118K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on VOYA Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.