HBK Sorce Advisory’s EPAM Systems EPAM Stock Holding History

HBK Sorce Advisory’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 Q1	–	Sell	-1,258	Closed	-$412K	–	677
2022 Q4	$412K	Buy	1,258 +600	+91%	+$204K	0.01%	451
2022 Q3	$238K	Buy	+658	New	+$252K	0.02%	411
2022 Q1	–	Sell	-665	Closed	-$445K	–	573
2021 Q4	$445K	Sell	665 -58	-8%	-$37.3K	0.02%	353
2021 Q3	$412K	Sell	723 -28	-4%	-$16.5K	0.02%	359
2021 Q2	$384K	Sell	751 -11	-1%	-$5.16K	0.02%	383
2021 Q1	$302K	Sell	762 -2	-0.3%	-$732	0.02%	404
2020 Q4	$274K	Sell	764 -16	-2%	-$5.34K	0.02%	404
2020 Q3	$252K	Sell	780 -51	-6%	-$15.2K	0.02%	380
2020 Q2	$209K	Buy	+831	New	+$183K	0.02%	400
2019 Q2	–	Sell	-2,287	Closed	-$387K	–	425
2019 Q1	$387K	Buy	+2,287	New	+$343K	0.04%	287
2018 Q4	–	Sell	-1,578	Closed	-$217K	–	395
2018 Q3	$217K	Buy	+1,578	New	+$213K	0.02%	362

Other funds holding EPAM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital World Investors

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

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