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Ellevest Inc’s EPAM Systems EPAM Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-510
Closed -$152K – 738
2023
Q1 		$152K Sell
510
-391
-43% -$126K 0.01% 367
2022
Q4 		$295K Buy
901
+22
+3% +$7.48K 0.02% 234
2022
Q3 		$318K Buy
879
+266
+43% +$102K 0.03% 172
2022
Q2 		$181K Sell
613
-324
-35% -$99K 0.02% 296
2022
Q1 		$278K Buy
937
+212
+29% +$83.1K 0.02% 255
2021
Q4 		$485K Buy
725
+92
+15% +$59.2K 0.04% 109
2021
Q3 		$361K Sell
633
-15
-2% -$8.83K 0.04% 152
2021
Q2 		$331K Buy
648
+28
+5% +$13.1K 0.03% 144
2021
Q1 		$246K Buy
620
+74
+14% +$27.1K 0.03% 169
2020
Q4 		$196K Buy
546
+170
+45% +$56.7K 0.03% 170
2020
Q3 		$122K Buy
376
+85
+29% +$25.4K 0.02% 204
2020
Q2 		$73K Buy
291
+98
+51% +$21.6K 0.02% 294
2020
Q1 		$36K Buy
193
+54
+39% +$11.7K 0.01% 298
2019
Q4 		$29K Buy
+139
New +$27.3K 0.01% 336

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ellevest Inc's EPAM Position: Q2 2023 in Review

Ellevest Inc sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 510 shares — an estimated $152K sold.

Ellevest Inc first reported a position in EPAM in Q4 2019 and held it in 14 quarters. The position peaked at $485K in Q4 2021. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • Ellevest Inc reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 510 EPAM Systems shares in Q2 2023, an estimated $152K.
  • Ellevest Inc first reported a position in EPAM Systems in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's EPAM Systems position peaked at $485K in Q4 2021.
  • 505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.