Equitable Trust’s EPAM Systems EPAM Stock Holding History

Equitable 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
2024 Q4	–	Sell	-5,869	Closed	-$1.17M	–	479
2024 Q3	$1.17M	Sell	5,869 -68	-1%	-$13.6K	0.07%	189
2024 Q2	$1.12M	Sell	5,937 -4	-0.1%	-$853	0.08%	182
2024 Q1	$1.64M	Buy	5,941 +46	+0.8%	+$13.5K	0.11%	142
2023 Q4	$1.75M	Sell	5,895 -50	-0.8%	-$12.7K	0.13%	129
2023 Q3	$1.52M	Sell	5,945 -86	-1%	-$21.2K	0.13%	136
2023 Q2	$1.36M	Sell	6,031 -66	-1%	-$16.6K	0.1%	146
2023 Q1	$1.82M	Sell	6,097 -2,631	-30%	-$848K	0.14%	125
2022 Q4	$2.86M	Sell	8,728 -1,365	-14%	-$464K	0.23%	93
2022 Q3	$3.66M	Buy	10,093 +1,827	+22%	+$699K	0.3%	71
2022 Q2	$2.44M	Buy	8,266 +108	+1%	+$33K	0.18%	110
2022 Q1	$2.42M	Sell	8,158 -1,028	-11%	-$403K	0.16%	126
2021 Q4	$6.14M	Sell	9,186 -380	-4%	-$245K	0.38%	73
2021 Q3	$5.46M	Buy	9,566 +31	+0.3%	+$18.2K	0.35%	79
2021 Q2	$4.87M	Buy	+9,535	New	+$4.47M	0.31%	83

Other funds holding EPAM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return