Winton Group’s Evolution Petroleum EPM Stock Holding History

Winton Group’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 Q1	–	Sell	-37,390	Closed	-$217K	–	686
2023 Q4	$217K	Sell	37,390 -18,549	-33%	-$114K	0.02%	623
2023 Q3	$383K	Buy	55,939 +45,099	+416%	+$381K	0.03%	407
2023 Q2	$87.5K	Buy	+10,840	New	+$80.2K	0.01%	723
2021 Q4	–	Sell	-53,545	Closed	-$304K	–	1123
2021 Q3	$304K	Sell	53,545 -14,810	-22%	-$66.2K	0.02%	1087
2021 Q2	$339K	Sell	68,355 -4,080	-6%	-$16K	0.02%	1128
2021 Q1	$245K	Sell	72,435 -5,517	-7%	-$19K	0.01%	1222
2020 Q4	$222K	Sell	77,952 -58,786	-43%	-$149K	0.02%	1152
2020 Q3	$306K	Sell	136,738 -69,742	-34%	-$186K	0.01%	1244
2020 Q2	$578K	Buy	206,480 +134,006	+185%	+$360K	0.01%	1153
2020 Q1	$189K	Buy	72,474 +5,425	+8%	+$24.6K	0.01%	1265
2019 Q4	$367K	Sell	67,049 -86,865	-56%	-$478K	0.01%	1325
2019 Q3	$899K	Buy	153,914 +123,623	+408%	+$755K	0.01%	883
2019 Q2	$217K	Sell	30,291 -19	-0.1%	-$128	﹤0.01%	997
2019 Q1	$205K	Buy	+30,310	New	+$221K	﹤0.01%	961

Other funds holding EPM

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors

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

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

Renaissance Technologies

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return