Icon Advisers’s EPAM Systems EPAM Stock Holding History

Icon Advisers’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
2024 Q1	–	Sell	-14,761	Closed	-$4.39M	–	160
2023 Q4	$4.39M	Hold	14,761	–	–	1%	26
2023 Q3	$3.77M	Hold	14,761	–	–	0.94%	28
2023 Q2	$3.32M	Hold	14,761	–	–	0.84%	37
2023 Q1	$4.41M	Sell	14,761 -9,100	-38%	-$2.93M	1.12%	19
2022 Q4	$7.82M	Sell	23,861 -3,500	-13%	-$1.19M	2%	5
2022 Q3	$9.91M	Hold	27,361	–	–	2.71%	3
2022 Q2	$8.06M	Hold	27,361	–	–	1.86%	6
2022 Q1	$8.12M	Sell	27,361 -4,700	-15%	-$1.84M	1.38%	12
2021 Q4	$21.4M	Sell	32,061 -770	-2%	-$496K	3.44%	1
2021 Q3	$18.7M	Hold	32,831	–	–	3.18%	1
2021 Q2	$16.8M	Hold	32,831	–	–	2.74%	1
2021 Q1	$13M	Sell	32,831 -1,400	-4%	-$512K	2.04%	5
2020 Q4	$12.3M	Hold	34,231	–	–	2.23%	4
2020 Q3	$11.1M	Buy	34,231 +4,300	+14%	+$1.28M	2.17%	4
2020 Q2	$7.54M	Buy	29,931 +15,431	+106%	+$3.4M	1.48%	12
2020 Q1	$2.69M	Buy	14,500 +3,500	+32%	+$756K	0.59%	58
2019 Q4	$2.33M	Hold	11,000	–	–	0.33%	104
2019 Q3	$2.01M	Buy	+11,000	New	+$2.07M	0.3%	118

Other funds holding EPAM

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

Capital Research Global Investors

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

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

WCM Investment Management

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

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

Fidelity Investments

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

JP Morgan Chase

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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