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Alera Investment Advisors’s EPAM Systems EPAM Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-44
Closed -$7K – 360
2019
Q1 		$7K Buy
44
+5
+13% +$749 ﹤0.01% 550
2018
Q4 		$5K Buy
+39
New +$4.79K ﹤0.01% 589

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Alera Investment Advisors's EPAM Position: Q2 2019 in Review

Alera Investment Advisors sold out of EPAM Systems (EPAM) in Q2 2019, closing a stake of 44 shares — an estimated $7K sold.

Alera Investment Advisors first reported a position in EPAM in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2019. 380 funds tracked by Wall St. Rank hold EPAM as of Q2 2019.

  • Alera Investment Advisors reported no remaining EPAM Systems position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 44 EPAM Systems shares in Q2 2019, an estimated $7K.
  • Alera Investment Advisors first reported a position in EPAM Systems in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's EPAM Systems position peaked at $7K in Q1 2019.
  • 380 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.