Bernzott Capital Advisors’s EPAM Systems EPAM Stock Holding History

Bernzott 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
2020 Q3	–	Sell	-133,037	Closed	-$33.5M	–	41
2020 Q2	$33.5M	Sell	133,037 -17,626	-12%	-$3.88M	4.21%	3
2020 Q1	$28M	Sell	150,663 -9,145	-6%	-$1.97M	4.31%	5
2019 Q4	$33.9M	Buy	159,808 +6,575	+4%	+$1.29M	3.54%	10
2019 Q3	$27.9M	Buy	153,233 +2,172	+1%	+$409K	3.34%	13
2019 Q2	$26.1M	Buy	151,061 +1,016	+0.7%	+$175K	3.15%	13
2019 Q1	$25.4M	Sell	150,045 -16,270	-10%	-$2.44M	3.07%	14
2018 Q4	$19.3M	Buy	166,315 +2,535	+2%	+$311K	2.69%	18
2018 Q3	$22.6M	Sell	163,780 -49,170	-23%	-$6.62M	2.6%	21
2018 Q2	$26.5M	Sell	212,950 -1,500	-0.7%	-$180K	3.29%	12
2018 Q1	$24.6M	Sell	214,450 -2,450	-1%	-$280K	3.19%	17
2017 Q4	$23.3M	Buy	216,900 +4,575	+2%	+$453K	3.08%	20
2017 Q3	$18.7M	Buy	212,325 +46,300	+28%	+$3.86M	2.66%	22
2017 Q2	$14M	Buy	+166,025	New	+$13.3M	2.3%	23

Other funds holding EPAM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bernzott Capital Advisors's EPAM Position: Q3 2020 in Review

Bernzott Capital Advisors sold out of EPAM Systems (EPAM) in Q3 2020, closing a stake of 133,037 shares — an estimated $33.5M sold.

Bernzott Capital Advisors first reported a position in EPAM in Q2 2017 and held it in 13 quarters. The position peaked at $33.9M in Q4 2019. 471 funds tracked by Wall St. Rank hold EPAM as of Q3 2020.

Bernzott Capital Advisors reported no remaining EPAM Systems position as of Q3 2020 after selling out during the quarter.
Bernzott Capital Advisors sold 133,037 EPAM Systems shares in Q3 2020, an estimated $33.5M.
Bernzott Capital Advisors first reported a position in EPAM Systems in Q2 2017 and held it in 13 quarters.
Bernzott Capital Advisors's EPAM Systems position peaked at $33.9M in Q4 2019.
471 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2020.

Based on Bernzott Capital Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.