Wolverine Trading’s Evolution Petroleum EPM Stock Holding History

Wolverine Trading’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 Q2	–	Sell	-16,000	Closed	-$100K	–	4413
2023 Q1	$100K	Buy	16,000 +5,200	+48%	+$33.3K	﹤0.01%	3667
2022 Q4	$82K	Sell	10,800 -6,900	-39%	-$51.9K	﹤0.01%	3464
2022 Q3	$122K	Buy	+17,700	New	+$117K	﹤0.01%	3835
2019 Q2	–	Sell	-10,600	Closed	-$72K	–	4585
2019 Q1	$72K	Sell	10,600 -400	-4%	-$2.91K	﹤0.01%	4247
2018 Q4	$77K	Buy	+11,000	New	+$103K	﹤0.01%	4065
2018 Q1	–	Sell	-19,200	Closed	-$132K	–	5257
2017 Q4	$132K	Buy	+19,200	New	+$135K	﹤0.01%	4359
2017 Q3	–	Sell	-21,600	Closed	-$171K	–	4561
2017 Q2	$171K	Buy	21,600 +9,700	+82%	+$75.7K	﹤0.01%	3685
2017 Q1	$95K	Buy	+11,900	New	+$102K	﹤0.01%	3833

Other funds holding EPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wolverine Trading's EPM Position: Q4 2023 in Review

Wolverine Trading sold out of Evolution Petroleum (EPM) in Q4 2023, closing a stake of 13,190 shares — an estimated $80.8K sold.

Wolverine Trading first reported a position in EPM in Q1 2017 and held it in 2 quarters. The position peaked at $94K in Q1 2017. 109 funds tracked by Wall St. Rank hold EPM as of Q4 2023.

Wolverine Trading reported no remaining Evolution Petroleum position as of Q4 2023 after selling out during the quarter.
Wolverine Trading sold 13,190 Evolution Petroleum shares in Q4 2023, an estimated $80.8K.
Wolverine Trading first reported a position in Evolution Petroleum in Q1 2017 and held it in 2 quarters.
Wolverine Trading's Evolution Petroleum position peaked at $94K in Q1 2017.
109 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.