Winton Group
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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
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winton Group's EPM Position: Q1 2024 in Review

Winton Group sold out of Evolution Petroleum (EPM) in Q1 2024, closing a stake of 37,390 shares — an estimated $217K sold.

Winton Group first reported a position in EPM in Q1 2019 and held it in 14 quarters. The position peaked at $899K in Q3 2019. 103 funds tracked by Wall St. Rank hold EPM as of Q1 2024.

  • Winton Group reported no remaining Evolution Petroleum position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 37,390 Evolution Petroleum shares in Q1 2024, an estimated $217K.
  • Winton Group first reported a position in Evolution Petroleum in Q1 2019 and held it in 14 quarters.
  • Winton Group's Evolution Petroleum position peaked at $899K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.