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Advisor Partners II’s EPAM Systems EPAM Stock Holding History

Advisor Partners II’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
2023
Q3 		$902K Buy
3,528
+1,078
+44% +$266K 0.04% 513
2023
Q2 		$551K Sell
2,450
-1,538
-39% -$387K 0.03% 569
2023
Q1 		$1.19M Sell
3,988
-664
-14% -$214K 0.07% 312
2022
Q4 		$1.52M Buy
4,652
+292
+7% +$99.3K 0.09% 239
2022
Q3 		$1.58M Buy
+4,360
New +$1.67M 0.12% 180

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's EPAM Position: Q3 2023 in Review

Advisor Partners II increased its EPAM Systems (EPAM) stake by 44% in Q3 2023, buying an estimated $266K and bringing the position to 3,528 shares worth $902K. The position accounts for 0.04% of the portfolio, ranked #513.

Advisor Partners II first reported a position in EPAM in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.58M in Q3 2022. 514 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

  • Advisor Partners II held 3,528 shares of EPAM Systems worth $902K as of Q3 2023.
  • Advisor Partners II bought 1,078 EPAM Systems shares in Q3 2023, an estimated $266K.
  • EPAM Systems made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #513 holding.
  • Advisor Partners II first reported a position in EPAM Systems in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's EPAM Systems position peaked at $1.58M in Q3 2022.
  • 514 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.