Wolverine Trading
EPM icon

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
2024
Q1 		– Sell
-19,900
Closed -$116K – 4705
2023
Q4 		$116K Buy
19,900
+3,000
+18% +$18.4K ﹤0.01% 4067
2023
Q3 		$116K Buy
+16,900
New +$143K ﹤0.01% 3952

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
RRAM
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

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.