Aspire Private Capital’s Evolution Petroleum EPM Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-100	Closed	-$531	–	305
2024 Q3	$531	Hold	100	–	–	﹤0.01%	617
2024 Q2	$527	Hold	100	–	–	﹤0.01%	632
2024 Q1	$614	Hold	100	–	–	﹤0.01%	652
2023 Q4	$581	Hold	100	–	–	﹤0.01%	635
2023 Q3	$684	Hold	100	–	–	﹤0.01%	623
2023 Q2	$807	Hold	100	–	–	﹤0.01%	586
2023 Q1	$631	Hold	100	–	–	﹤0.01%	594
2022 Q4	$755	Hold	100	–	–	﹤0.01%	574
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	554
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	537
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	541
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	579
2021 Q3	$1K	Buy	+100	New	+$447	﹤0.01%	540
2021 Q1	–	Sell	-100	Closed	–	–	552
2020 Q4	$0	Hold	100	–	–	﹤0.01%	474
2020 Q3	$0	Buy	+100	New	+$266	﹤0.01%	473
2020 Q1	–	Sell	-100	Closed	-$1K	–	310
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	423
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	400
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	437
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	490
2018 Q4	$1K	Buy	+100	New	+$937	﹤0.01%	458

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return