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Cabot Wealth Management’s EPAM Systems EPAM Stock Holding History

Cabot Wealth Management’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
Q3 		– Sell
-5,483
Closed -$1.03M – 132
2024
Q2 		$1.03M Sell
5,483
-16
-0.3% -$3.41K 0.14% 101
2024
Q1 		$1.52M Buy
5,499
+45
+0.8% +$13.2K 0.2% 86
2023
Q4 		$1.62M Buy
+5,454
New +$1.38M 0.23% 84

Other funds holding EPAM

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cabot Wealth Management's EPAM Position: Q3 2024 in Review

Cabot Wealth Management sold out of EPAM Systems (EPAM) in Q3 2024, closing a stake of 5,483 shares — an estimated $1.03M sold.

Cabot Wealth Management first reported a position in EPAM in Q4 2023 and held it in 3 quarters. The position peaked at $1.62M in Q4 2023. 556 funds tracked by Wall St. Rank hold EPAM as of Q3 2024.

  • Cabot Wealth Management reported no remaining EPAM Systems position as of Q3 2024 after selling out during the quarter.
  • Cabot Wealth Management sold 5,483 EPAM Systems shares in Q3 2024, an estimated $1.03M.
  • Cabot Wealth Management first reported a position in EPAM Systems in Q4 2023 and held it in 3 quarters.
  • Cabot Wealth Management's EPAM Systems position peaked at $1.62M in Q4 2023.
  • 556 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2024.

Based on Cabot Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.