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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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aspire Private Capital's EPM Position: Q4 2024 in Review

Aspire Private Capital sold out of Evolution Petroleum (EPM) in Q4 2024, closing a stake of 100 shares — an estimated $531 sold.

Aspire Private Capital first reported a position in EPM in Q4 2018 and held it in 20 quarters. The position peaked at $1K in Q3 2022. 113 funds tracked by Wall St. Rank hold EPM as of Q4 2024.

  • Aspire Private Capital reported no remaining Evolution Petroleum position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 100 Evolution Petroleum shares in Q4 2024, an estimated $531.
  • Aspire Private Capital first reported a position in Evolution Petroleum in Q4 2018 and held it in 20 quarters.
  • Aspire Private Capital's Evolution Petroleum position peaked at $1K in Q3 2022.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.