Wasatch Advisors’s Evolution Petroleum EPM Stock Holding History

Wasatch Advisors’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 Q1	–	Sell	-1,725,391	Closed	-$13M	–	259
2022 Q4	$13M	Sell	1,725,391 -325,162	-16%	-$2.44M	0.09%	155
2022 Q3	$14.3M	Sell	2,050,553 -297,839	-13%	-$1.96M	0.1%	153
2022 Q2	$12.8M	Buy	2,348,392 +6,142	+0.3%	+$41.3K	0.08%	160
2022 Q1	$15.9M	Buy	2,342,250 +217,029	+10%	+$1.4M	0.08%	165
2021 Q4	$10.7M	Buy	2,125,221 +341,153	+19%	+$1.89M	0.04%	203
2021 Q3	$10.1M	Buy	1,784,068 +261,878	+17%	+$1.17M	0.04%	208
2021 Q2	$7.55M	Buy	+1,522,190	New	+$5.98M	0.03%	228
2017 Q2	–	Sell	-200,000	Closed	-$1.6M	–	342
2017 Q1	$1.6M	Sell	200,000 -30,000	-13%	-$256K	0.02%	273
2016 Q4	$2.3M	Sell	230,000 -80,000	-26%	-$670K	0.03%	243
2016 Q3	$1.95M	Buy	310,000 +50,000	+19%	+$286K	0.03%	256
2016 Q2	$1.42M	Buy	260,000 +129,764	+100%	+$700K	0.02%	287
2016 Q1	$636K	Buy	130,236 +47,744	+58%	+$215K	0.01%	337
2015 Q4	$397K	Sell	82,492 -16,000	-16%	-$97K	0.01%	358
2015 Q3	$547K	Sell	98,492 -136,000	-58%	-$753K	0.01%	346
2015 Q2	$1.54M	Sell	234,492 -105,000	-31%	-$717K	0.02%	319
2015 Q1	$2.02M	Hold	339,492	–	–	0.02%	295
2014 Q4	$2.52M	Buy	+339,492	New	+$2.85M	0.03%	295

Other funds holding EPM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return