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Anchor Capital Advisors’s EPAM Systems EPAM Stock Holding History

Anchor Capital 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
2023
Q2 		– Sell
-73,067
Closed -$21.8M – 270
2023
Q1 		$21.8M Buy
73,067
+99
+0.1% +$31.9K 0.58% 60
2022
Q4 		$23.9M Buy
72,968
+30
+0% +$10.2K 0.61% 57
2022
Q3 		$26.4M Sell
72,938
-17,051
-19% -$6.52M 0.73% 50
2022
Q2 		$26.5M Sell
89,989
-2,693
-3% -$823K 0.67% 53
2022
Q1 		$27.5M Sell
92,682
-3,591
-4% -$1.41M 0.58% 61
2021
Q4 		$64.4M Sell
96,273
-29,328
-23% -$18.9M 1.27% 26
2021
Q3 		$71.7M Sell
125,601
-9,551
-7% -$5.62M 1.49% 17
2021
Q2 		$69.1M Sell
135,152
-10,234
-7% -$4.8M 1.39% 21
2021
Q1 		$57.7M Sell
145,386
-14,227
-9% -$5.21M 1.22% 32
2020
Q4 		$57.2M Sell
159,613
-12,124
-7% -$4.05M 1.31% 24
2020
Q3 		$55.5M Sell
171,737
-7,969
-4% -$2.38M 1.41% 21
2020
Q2 		$45.3M Sell
179,706
-62,312
-26% -$13.7M 1.17% 31
2020
Q1 		$44.9M Sell
242,018
-3,529
-1% -$762K 1.33% 23
2019
Q4 		$52.1M Buy
245,547
+115,516
+89% +$22.7M 1.13% 35
2019
Q3 		$23.7M Sell
130,031
-5,944
-4% -$1.12M 0.85% 48
2019
Q2 		$23.5M Sell
135,975
-863
-0.6% -$149K 0.85% 47
2019
Q1 		$23.1M Sell
136,838
-33,431
-20% -$5.01M 0.49% 55
2018
Q4 		$19.8M Sell
170,269
-3,773
-2% -$463K 0.8% 59
2018
Q3 		$24M Sell
174,042
-1,540
-0.9% -$207K 0.87% 44
2018
Q2 		$21.8M Sell
175,582
-16,036
-8% -$1.93M 0.8% 52
2018
Q1 		$21.9M Sell
191,618
-1,305
-0.7% -$149K 0.76% 58
2017
Q4 		$20.7M Sell
192,923
-4,526
-2% -$448K 0.73% 60
2017
Q3 		$17.4M Sell
197,449
-4,987
-2% -$416K 0.63% 74
2017
Q2 		$17M Sell
202,436
-11,983
-6% -$963K 0.62% 72
2017
Q1 		$16.2M Buy
214,419
+6,491
+3% +$452K 0.56% 81
2016
Q4 		$13.4M Buy
+207,928
New +$13.3M 0.51% 85

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Anchor Capital Advisors's EPAM Position: Q2 2023 in Review

Anchor Capital Advisors sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 73,067 shares — an estimated $21.8M sold.

Anchor Capital Advisors first reported a position in EPAM in Q4 2016 and held it in 26 quarters. The position peaked at $71.7M in Q3 2021. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • Anchor Capital Advisors reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 73,067 EPAM Systems shares in Q2 2023, an estimated $21.8M.
  • Anchor Capital Advisors first reported a position in EPAM Systems in Q4 2016 and held it in 26 quarters.
  • Anchor Capital Advisors's EPAM Systems position peaked at $71.7M in Q3 2021.
  • 505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Anchor Capital Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.