Baldwin Wealth Partners’s EPAM Systems EPAM Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-35	Closed	-$6.97K	–	482
2024 Q3	$6.97K	Hold	35	–	–	﹤0.01%	842
2024 Q2	$6.58K	Buy	35 +1	+3%	+$213	﹤0.01%	572
2024 Q1	$9.39K	Buy	34 +1	+3%	+$294	﹤0.01%	561
2023 Q4	$9.81K	Hold	33	–	–	﹤0.01%	578
2023 Q3	$8.44K	Hold	33	–	–	﹤0.01%	589
2023 Q2	$7.42K	Hold	33	–	–	﹤0.01%	618
2023 Q1	$9.87K	Sell	33 -9	-21%	-$2.9K	﹤0.01%	617
2022 Q4	$13.8K	Hold	42	–	–	﹤0.01%	578
2022 Q3	$15K	Buy	42 +12	+40%	+$4.59K	﹤0.01%	471
2022 Q2	$9K	Hold	30	–	–	﹤0.01%	542
2022 Q1	$9K	Hold	30	–	–	﹤0.01%	549
2021 Q4	$20K	Buy	30 +4	+15%	+$2.58K	﹤0.01%	452
2021 Q3	$15K	Hold	26	–	–	﹤0.01%	477
2021 Q2	$13K	Buy	+26	New	+$12.2K	﹤0.01%	508
2016 Q4	–	Sell	-133	Closed	-$9K	–	517
2016 Q3	$9K	Buy	+133	New	+$9.04K	﹤0.01%	458

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return