Halsey Associates’s EPAM Systems EPAM Stock Holding History

Halsey 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
2019 Q3	$2.67M	Buy	14,616 +235	+2%	+$44.2K	0.42%	48
2019 Q2	$2.49M	Sell	14,381 -1,458	-9%	-$251K	0.44%	46
2019 Q1	$2.68M	Sell	15,839 -1,679	-10%	-$252K	0.44%	45
2018 Q4	$2.03M	Buy	17,518 +8,333	+91%	+$1.02M	0.38%	49
2018 Q3	$1.26M	Buy	9,185 +5	+0.1%	+$673	0.22%	59
2018 Q2	$1.14M	Sell	9,180 -230	-2%	-$27.7K	0.22%	55
2018 Q1	$1.08M	Sell	9,410 -610	-6%	-$69.8K	0.19%	66
2017 Q4	$1.08M	Buy	10,020 +300	+3%	+$29.7K	0.18%	64
2017 Q3	$855K	Buy	9,720 +20	+0.2%	+$1.67K	0.17%	62
2017 Q2	$816K	Hold	9,700	–	–	0.17%	62
2017 Q1	$733K	Buy	+9,700	New	+$675K	0.16%	64

Other funds holding EPAM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Halsey Associates's EPAM Position: Q3 2019 in Review

Halsey Associates increased its EPAM Systems (EPAM) stake by 1.6% in Q3 2019, buying an estimated $44.2K and bringing the position to 14,616 shares worth $2.67M. The position accounts for 0.42% of the portfolio, ranked #48.

Halsey Associates first reported a position in EPAM in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.68M in Q1 2019. 386 funds tracked by Wall St. Rank hold EPAM as of Q3 2019.

Halsey Associates held 14,616 shares of EPAM Systems worth $2.67M as of Q3 2019.
Halsey Associates bought 235 EPAM Systems shares in Q3 2019, an estimated $44.2K.
EPAM Systems made up 0.42% of Halsey Associates's portfolio in Q3 2019, its #48 holding.
Halsey Associates first reported a position in EPAM Systems in Q1 2017 and has held it in 11 quarters since.
Halsey Associates's EPAM Systems position peaked at $2.68M in Q1 2019.
386 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2019.

Based on Halsey Associates's 13F filing for Q3 2019, filed 15 Nov 2019.