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Advisor Group’s EPAM Systems EPAM Stock Holding History

Advisor Group’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$777K Buy
3,668
+832
+29% +$164K 0.01% 1365
2019
Q3 		$518K Buy
2,836
+311
+12% +$58.6K ﹤0.01% 1593
2019
Q2 		$438K Buy
2,525
+189
+8% +$32.6K ﹤0.01% 1705
2019
Q1 		$396K Buy
2,336
+437
+23% +$65.5K ﹤0.01% 1756
2018
Q4 		$220K Sell
1,899
-229
-11% -$28.1K ﹤0.01% 2017
2018
Q3 		$294K Sell
2,128
-89
-4% -$12K ﹤0.01% 1879
2018
Q2 		$275K Buy
2,217
+1,030
+87% +$124K ﹤0.01% 1738
2018
Q1 		$136K Buy
1,187
+366
+45% +$41.9K ﹤0.01% 2283
2017
Q4 		$88K Buy
821
+135
+20% +$13.4K ﹤0.01% 2667
2017
Q3 		$60K Sell
686
-2
-0.3% -$167 ﹤0.01% 2800
2017
Q2 		$58K Buy
688
+9
+1% +$723 ﹤0.01% 2722
2017
Q1 		$51K Buy
679
+45
+7% +$3.13K ﹤0.01% 2687
2016
Q4 		$41K Buy
634
+350
+123% +$22.5K ﹤0.01% 2758
2016
Q3 		$19K Sell
284
-1,112
-80% -$75.6K ﹤0.01% 3178
2016
Q2 		$88K Buy
+1,396
New +$102K ﹤0.01% 2014

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's EPAM Position: Q4 2019 in Review

Advisor Group increased its EPAM Systems (EPAM) stake by 29% in Q4 2019, buying an estimated $164K and bringing the position to 3,668 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #1365.

Advisor Group first reported a position in EPAM in Q2 2016 and has held it in 15 quarters since. 418 funds tracked by Wall St. Rank hold EPAM as of Q4 2019.

  • Advisor Group held 3,668 shares of EPAM Systems worth $777K as of Q4 2019.
  • Advisor Group bought 832 EPAM Systems shares in Q4 2019, an estimated $164K.
  • EPAM Systems made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1365 holding.
  • Advisor Group first reported a position in EPAM Systems in Q2 2016 and has held it in 15 quarters since.
  • 418 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.