Caldwell Trust’s EPAM Systems EPAM Stock Holding History

Caldwell Trust’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 Q1	–	Sell	-60	Closed	-$12.7K	–	806
2019 Q4	$12.7K	Buy	+60	New	+$11.8K	﹤0.01%	654

Other funds holding EPAM

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

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Caldwell Trust's EPAM Position: Q1 2020 in Review

Caldwell Trust sold out of EPAM Systems (EPAM) in Q1 2020, closing a stake of 60 shares — an estimated $12.7K sold.

Caldwell Trust first reported a position in EPAM in Q4 2019 and held it in 1 quarter. The position peaked at $12.7K in Q4 2019. 406 funds tracked by Wall St. Rank hold EPAM as of Q1 2020.

Caldwell Trust reported no remaining EPAM Systems position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 60 EPAM Systems shares in Q1 2020, an estimated $12.7K.
Caldwell Trust first reported a position in EPAM Systems in Q4 2019 and held it in 1 quarter.
Caldwell Trust's EPAM Systems position peaked at $12.7K in Q4 2019.
406 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.