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Wellington Management Group’s
Evolution Petroleum
EPM
Stock Holding History
Wellington Management Group’s Portfolio
EPM Stock Details
EPM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$75.8K
Sell
16,547
-5,601
-25%
-$23.3K
﹤0.01%
1866
2025
Q4
$78.4K
Buy
22,148
+7,474
+51%
+$31.5K
﹤0.01%
1909
2025
Q3
$70.7K
Sell
14,674
-516
-3%
-$2.57K
﹤0.01%
1967
2025
Q2
$71.4K
Buy
15,190
+2,758
+22%
+$12.5K
﹤0.01%
1929
2025
Q1
$64.4K
Buy
12,432
+274
+2%
+$1.43K
﹤0.01%
1925
2024
Q4
$63.6K
Buy
12,158
+366
+3%
+$2K
﹤0.01%
1921
2024
Q3
$62.6K
Buy
+11,792
New
+$62.2K
﹤0.01%
1909
2015
Q2
–
Sell
-778,501
Closed
-$4.63M
–
2162
2015
Q1
$4.63M
Sell
778,501
-417,546
-35%
-$2.8M
﹤0.01%
1475
2014
Q4
$8.89M
Sell
1,196,047
-687,000
-36%
-$5.76M
﹤0.01%
1283
2014
Q3
$17.3M
Buy
1,883,047
+152,430
+9%
+$1.57M
﹤0.01%
1077
2014
Q2
$18.9M
Buy
1,730,617
+35,900
+2%
+$412K
0.01%
1058
2014
Q1
$21.6M
Sell
1,694,717
-2,950
-0.2%
-$37.8K
0.01%
1010
2013
Q4
$20.9M
Buy
1,697,667
+14,800
+0.9%
+$178K
0.01%
994
2013
Q3
$18.9M
Buy
1,682,867
+146,373
+10%
+$1.69M
0.01%
1019
2013
Q2
$16.8M
Buy
+1,536,494
New
+$15.9M
0.01%
1027
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$5.72T AUM
30.48%
1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
CAMG
CWA Asset Management Group
Naples, Florida
$3.28B AUM
34.07%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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