Howe & Rusling’s EPAM Systems EPAM Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-118	Closed	-$43K	–	547
2022 Q3	$43K	Hold	118	–	–	0.01%	331
2022 Q2	$35K	Hold	118	–	–	﹤0.01%	348
2022 Q1	$35K	Hold	118	–	–	﹤0.01%	355
2021 Q4	$79K	Hold	118	–	–	0.01%	274
2021 Q3	$67K	Hold	118	–	–	0.01%	277
2021 Q2	$60K	Hold	118	–	–	0.01%	284
2021 Q1	$47K	Hold	118	–	–	0.01%	302
2020 Q4	$42K	Hold	118	–	–	0.01%	295
2020 Q3	$38K	Hold	118	–	–	0.01%	294
2020 Q2	$30K	Hold	118	–	–	0.01%	302
2020 Q1	$22K	Hold	118	–	–	﹤0.01%	332
2019 Q4	$25K	Hold	118	–	–	﹤0.01%	352
2019 Q3	$22K	Hold	118	–	–	﹤0.01%	372
2019 Q2	$20K	Hold	118	–	–	﹤0.01%	371
2019 Q1	$20K	Hold	118	–	–	﹤0.01%	378
2018 Q4	$14K	Hold	118	–	–	﹤0.01%	397
2018 Q3	$16K	Buy	118 +83	+237%	+$11.2K	﹤0.01%	422
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	574
2018 Q1	$4K	Hold	35	–	–	﹤0.01%	643
2017 Q4	$4K	Hold	35	–	–	﹤0.01%	589
2017 Q3	$3K	Hold	35	–	–	﹤0.01%	662
2017 Q2	$3K	Hold	35	–	–	﹤0.01%	713
2017 Q1	$3K	Hold	35	–	–	﹤0.01%	748
2016 Q4	$2K	Hold	35	–	–	﹤0.01%	855
2016 Q3	$2K	Hold	35	–	–	﹤0.01%	850
2016 Q2	$2K	Hold	35	–	–	﹤0.01%	812
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	769
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	729
2015 Q3	$3K	Hold	35	–	–	﹤0.01%	731
2015 Q2	$2K	Buy	+35	New	+$2.4K	﹤0.01%	850

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Howe & Rusling's EPAM Position: Q4 2022 in Review

Howe & Rusling sold out of EPAM Systems (EPAM) in Q4 2022, closing a stake of 118 shares — an estimated $43K sold.

Howe & Rusling first reported a position in EPAM in Q2 2015 and held it in 30 quarters. The position peaked at $79K in Q4 2021. 612 funds tracked by Wall St. Rank hold EPAM as of Q4 2022.

Howe & Rusling reported no remaining EPAM Systems position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 118 EPAM Systems shares in Q4 2022, an estimated $43K.
Howe & Rusling first reported a position in EPAM Systems in Q2 2015 and held it in 30 quarters.
Howe & Rusling's EPAM Systems position peaked at $79K in Q4 2021.
612 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.