EI
EPAM icon

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

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WCM Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return