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Goelzer Investment Management’s EPAM Systems EPAM Stock Holding History

Goelzer Investment Management’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
2025
Q1 		– Sell
-1,167
Closed -$273K – 240
2024
Q4 		$273K Hold
1,167
– – 0.02% 219
2024
Q3 		$232K Sell
1,167
-134
-10% -$26.9K 0.01% 220
2024
Q2 		$245K Sell
1,301
-225
-15% -$48K 0.01% 222
2024
Q1 		$421K Sell
1,526
-107
-7% -$31.5K 0.02% 193
2023
Q4 		$486K Sell
1,633
-527
-24% -$134K 0.03% 184
2023
Q3 		$552K Buy
2,160
+14
+0.7% +$3.46K 0.04% 162
2023
Q2 		$482K Sell
2,146
-5,770
-73% -$1.45M 0.04% 180
2023
Q1 		$2.37M Sell
7,916
-338
-4% -$109K 0.21% 112
2022
Q4 		$2.71M Sell
8,254
-306
-4% -$104K 0.23% 113
2022
Q3 		$3.1M Sell
8,560
-39
-0.5% -$14.9K 0.31% 94
2022
Q2 		$2.54M Sell
8,599
-152
-2% -$46.4K 0.24% 112
2022
Q1 		$2.6M Buy
8,751
+690
+9% +$271K 0.22% 120
2021
Q4 		$5.39M Sell
8,061
-284
-3% -$183K 0.44% 69
2021
Q3 		$4.76M Sell
8,345
-190
-2% -$112K 0.42% 78
2021
Q2 		$4.36M Sell
8,535
-273
-3% -$128K 0.36% 90
2021
Q1 		$3.49M Sell
8,808
-507
-5% -$186K 0.31% 104
2020
Q4 		$3.34M Sell
9,315
-53
-0.6% -$17.7K 0.31% 105
2020
Q3 		$3.03M Sell
9,368
-3,970
-30% -$1.19M 0.28% 105
2020
Q2 		$3.36M Sell
13,338
-352
-3% -$77.5K 0.32% 93
2020
Q1 		$2.54M Sell
13,690
-210
-2% -$45.3K 0.29% 101
2019
Q4 		$2.95M Sell
13,900
-155
-1% -$30.5K 0.25% 111
2019
Q3 		$2.56M Buy
14,055
+92
+0.7% +$17.3K 0.23% 118
2019
Q2 		$2.42M Buy
13,963
+374
+3% +$64.4K 0.22% 128
2019
Q1 		$2.3M Buy
13,589
+8,928
+192% +$1.34M 0.22% 134
2018
Q4 		$541K Buy
+4,661
New +$572K 0.07% 162

Other funds holding EPAM

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Goelzer Investment Management's EPAM Position: Q1 2025 in Review

Goelzer Investment Management sold out of EPAM Systems (EPAM) in Q1 2025, closing a stake of 1,167 shares — an estimated $273K sold.

Goelzer Investment Management first reported a position in EPAM in Q4 2018 and held it in 25 quarters. The position peaked at $5.39M in Q4 2021. 568 funds tracked by Wall St. Rank hold EPAM as of Q1 2025.

  • Goelzer Investment Management reported no remaining EPAM Systems position as of Q1 2025 after selling out during the quarter.
  • Goelzer Investment Management sold 1,167 EPAM Systems shares in Q1 2025, an estimated $273K.
  • Goelzer Investment Management first reported a position in EPAM Systems in Q4 2018 and held it in 25 quarters.
  • Goelzer Investment Management's EPAM Systems position peaked at $5.39M in Q4 2021.
  • 568 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2025.

Based on Goelzer Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.