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Brendel Financial Advisors’s EPAM Systems EPAM Stock Holding History

Brendel Financial 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
Q4 		– Sell
-6,656
Closed -$1.7M – 93
2023
Q3 		$1.7M Buy
+6,656
New +$1.64M 2.53% 21

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brendel Financial Advisors's EPAM Position: Q4 2023 in Review

Brendel Financial Advisors sold out of EPAM Systems (EPAM) in Q4 2023, closing a stake of 6,656 shares — an estimated $1.7M sold.

Brendel Financial Advisors first reported a position in EPAM in Q3 2023 and held it in 1 quarter. The position peaked at $1.7M in Q3 2023. 557 funds tracked by Wall St. Rank hold EPAM as of Q4 2023.

  • Brendel Financial Advisors reported no remaining EPAM Systems position as of Q4 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 6,656 EPAM Systems shares in Q4 2023, an estimated $1.7M.
  • Brendel Financial Advisors first reported a position in EPAM Systems in Q3 2023 and held it in 1 quarter.
  • Brendel Financial Advisors's EPAM Systems position peaked at $1.7M in Q3 2023.
  • 557 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2023.

Based on Brendel Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.