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HighPoint Advisor Group’s EPAM Systems EPAM Stock Holding History

HighPoint Advisor Group’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
2021
Q3 		$1.06M Sell
1,857
-247
-12% -$145K 0.1% 155
2021
Q2 		$1.07M Sell
2,104
-456
-18% -$214K 0.11% 154
2021
Q1 		$1.08M Buy
2,560
+115
+5% +$42.1K 0.13% 135
2020
Q4 		$964K Buy
2,445
+4
+0.2% +$1.33K 0.12% 150
2020
Q3 		$846K Sell
2,441
-42
-2% -$12.5K 0.15% 124
2020
Q2 		$628K Sell
2,483
-20
-0.8% -$4.4K 0.13% 136
2020
Q1 		$508K Sell
2,503
-406
-14% -$87.7K 0.12% 143
2019
Q4 		$674K Sell
2,909
-1,361
-32% -$268K 0.14% 133
2019
Q3 		$808K Sell
4,270
-605
-12% -$114K 0.18% 105
2019
Q2 		$945K Sell
4,875
-44
-0.9% -$7.58K 0.22% 88
2019
Q1 		$837K Sell
4,919
-2,134
-30% -$320K 0.2% 98
2018
Q4 		$1.1M Sell
7,053
-392
-5% -$48.1K 0.29% 77
2018
Q3 		$898K Sell
7,445
-38
-0.5% -$5.12K 0.25% 97
2018
Q2 		$994K Sell
7,483
-169
-2% -$20.3K 0.27% 97
2018
Q1 		$955K Sell
7,652
-110
-1% -$12.6K 0.26% 100
2017
Q4 		$857K Sell
7,762
-1,404
-15% -$139K 0.25% 102
2017
Q3 		$909K Sell
9,166
-510
-5% -$42.5K 0.28% 91
2017
Q2 		$807K Hold
9,676
– – 0.26% 93
2017
Q1 		$807K Buy
+9,676
New +$673K 0.26% 93

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighPoint Advisor Group's EPAM Position: Q3 2021 in Review

HighPoint Advisor Group reduced its EPAM Systems (EPAM) stake by 12% in Q3 2021, selling an estimated $145K and leaving 1,857 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #155.

HighPoint Advisor Group first reported a position in EPAM in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2018. 604 funds tracked by Wall St. Rank hold EPAM as of Q3 2021.

  • HighPoint Advisor Group held 1,857 shares of EPAM Systems worth $1.06M as of Q3 2021.
  • HighPoint Advisor Group sold 247 EPAM Systems shares in Q3 2021, an estimated $145K.
  • EPAM Systems made up 0.1% of HighPoint Advisor Group's portfolio in Q3 2021, its #155 holding.
  • HighPoint Advisor Group first reported a position in EPAM Systems in Q1 2017 and has held it in 19 quarters since.
  • HighPoint Advisor Group's EPAM Systems position peaked at $1.1M in Q4 2018.
  • 604 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.