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Bleakley Financial Group’s EPAM Systems EPAM Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-843
Closed -$251K – 1000
2023
Q4 		$251K Buy
843
+13
+2% +$3.3K 0.01% 785
2023
Q3 		$212K Buy
+830
New +$205K 0.01% 789
2023
Q2 		– Sell
-1,081
Closed -$323K – 937
2023
Q1 		$323K Sell
1,081
-380
-26% -$122K 0.01% 689
2022
Q4 		$479K Buy
+1,461
New +$497K 0.02% 567

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bleakley Financial Group's EPAM Position: Q1 2024 in Review

Bleakley Financial Group sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 843 shares — an estimated $251K sold.

Bleakley Financial Group first reported a position in EPAM in Q4 2022 and held it in 4 quarters. The position peaked at $479K in Q4 2022. 570 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Bleakley Financial Group reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 843 EPAM Systems shares in Q1 2024, an estimated $251K.
  • Bleakley Financial Group first reported a position in EPAM Systems in Q4 2022 and held it in 4 quarters.
  • Bleakley Financial Group's EPAM Systems position peaked at $479K in Q4 2022.
  • 570 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Bleakley Financial Group's 13F filing for Q1 2024, filed 8 May 2024.