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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 $72.6B AUM 54.88% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Wasatch Advisors's EPM Position: Q1 2023 in Review

Wasatch Advisors sold out of Evolution Petroleum (EPM) in Q1 2023, closing a stake of 1,725,391 shares — an estimated $13M sold.

Wasatch Advisors first reported a position in EPM in Q4 2014 and held it in 17 quarters. The position peaked at $15.9M in Q1 2022. 101 funds tracked by Wall St. Rank hold EPM as of Q1 2023.

  • Wasatch Advisors reported no remaining Evolution Petroleum position as of Q1 2023 after selling out during the quarter.
  • Wasatch Advisors sold 1,725,391 Evolution Petroleum shares in Q1 2023, an estimated $13M.
  • Wasatch Advisors first reported a position in Evolution Petroleum in Q4 2014 and held it in 17 quarters.
  • Wasatch Advisors's Evolution Petroleum position peaked at $15.9M in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2023.

Based on Wasatch Advisors's 13F filing for Q1 2023, filed 12 May 2023.