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Wedge Capital Management’s Evolution Petroleum EPM Stock Holding History

Wedge Capital 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
2021
Q2 		– Sell
-15,148
Closed -$51K – 437
2021
Q1 		$51K Sell
15,148
-74,017
-83% -$255K ﹤0.01% 528
2020
Q4 		$254K Sell
89,165
-20,477
-19% -$51.9K ﹤0.01% 494
2020
Q3 		$246K Hold
109,642
– – ﹤0.01% 466
2020
Q2 		$307K Sell
109,642
-40,862
-27% -$110K ﹤0.01% 416
2020
Q1 		$393K Buy
150,504
+39,869
+36% +$181K 0.01% 365
2019
Q4 		$605K Buy
110,635
+21,707
+24% +$119K 0.01% 378
2019
Q3 		$519K Hold
88,928
– – 0.01% 400
2019
Q2 		$636K Sell
88,928
-18,650
-17% -$126K 0.01% 422
2019
Q1 		$726K Buy
107,578
+21,075
+24% +$153K 0.01% 412
2018
Q4 		$590K Hold
86,503
– – 0.01% 406
2018
Q3 		$956K Sell
86,503
-926
-1% -$9.76K 0.01% 371
2018
Q2 		$861K Buy
+87,429
New +$805K 0.01% 374

Other funds holding EPM

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wedge Capital Management's EPM Position: Q2 2021 in Review

Wedge Capital Management sold out of Evolution Petroleum (EPM) in Q2 2021, closing a stake of 15,148 shares — an estimated $51K sold.

Wedge Capital Management first reported a position in EPM in Q2 2018 and held it in 12 quarters. The position peaked at $956K in Q3 2018. 77 funds tracked by Wall St. Rank hold EPM as of Q2 2021.

  • Wedge Capital Management reported no remaining Evolution Petroleum position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 15,148 Evolution Petroleum shares in Q2 2021, an estimated $51K.
  • Wedge Capital Management first reported a position in Evolution Petroleum in Q2 2018 and held it in 12 quarters.
  • Wedge Capital Management's Evolution Petroleum position peaked at $956K in Q3 2018.
  • 77 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.