Carroll Financial Associates’s EPAM Systems EPAM Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Sell	1 -1	-50%	-$644	﹤0.01%	1694
2021 Q3	$1K	Sell	2 -2	-50%	-$1.18K	﹤0.01%	1635
2021 Q2	$2K	Buy	+4	New	+$1.87K	﹤0.01%	1561
2019 Q4	–	Sell	-9	Closed	-$1K	–	1570
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	1401
2019 Q2	$1K	Sell	9 -1,421	-99%	-$245K	﹤0.01%	1450
2019 Q1	$241K	Buy	+1,430	New	+$214K	0.02%	295
2015 Q4	–	Sell	-52	Closed	-$4K	–	1108
2015 Q3	$4K	Buy	+52	New	+$3.75K	﹤0.01%	876
2015 Q2	–	Sell	-52	Closed	-$3K	–	1086
2015 Q1	$3K	Buy	+52	New	+$2.82K	﹤0.01%	689

Other funds holding EPAM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's EPAM Position: Q4 2021 in Review

Carroll Financial Associates reduced its EPAM Systems (EPAM) stake by 50% in Q4 2021, selling an estimated $644 and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Carroll Financial Associates first reported a position in EPAM in Q1 2015 and has held it in 8 quarters since. The position peaked at $241K in Q1 2019. 692 funds tracked by Wall St. Rank hold EPAM as of Q4 2021.

Carroll Financial Associates held 1 share of EPAM Systems worth $0 as of Q4 2021.
Carroll Financial Associates sold 1 EPAM Systems share in Q4 2021, an estimated $644.
EPAM Systems made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1694 holding.
Carroll Financial Associates first reported a position in EPAM Systems in Q1 2015 and has held it in 8 quarters since.
Carroll Financial Associates's EPAM Systems position peaked at $241K in Q1 2019.
692 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.