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J.M. Hartwell’s EPAM Systems EPAM Stock Holding History

J.M. Hartwell’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 		$64.9M Buy
355,822
+560
+0.2% +$105K 11.58% 1
2019
Q2 		$61.5M Buy
355,262
+2,865
+0.8% +$493K 11.36% 1
2019
Q1 		$59.6M Sell
352,397
-2,225
-0.6% -$334K 10.84% 2
2018
Q4 		$41.1M Sell
354,622
-900
-0.3% -$110K 8.55% 3
2018
Q3 		$49M Sell
355,522
-7,925
-2% -$1.07M 8.51% 2
2018
Q2 		$45.2M Buy
363,447
+5,685
+2% +$684K 8.18% 3
2018
Q1 		$41M Sell
357,762
-37,000
-9% -$4.23M 7.68% 3
2017
Q4 		$42.4M Sell
394,762
-1,100
-0.3% -$109K 7.97% 3
2017
Q3 		$34.8M Sell
395,862
-36,300
-8% -$3.03M 6.81% 4
2017
Q2 		$36.3M Sell
432,162
-1,500
-0.3% -$121K 7.55% 4
2017
Q1 		$32.8M Sell
433,662
-3,400
-0.8% -$237K 7.13% 4
2016
Q4 		$28.1M Sell
437,062
-2,500
-0.6% -$160K 6.96% 4
2016
Q3 		$30.5M Sell
439,562
-700
-0.2% -$47.6K 7.3% 4
2016
Q2 		$28.3M Sell
440,262
-7,400
-2% -$540K 7.22% 4
2016
Q1 		$33.4M Sell
447,662
-1,300
-0.3% -$89.8K 8.07% 2
2015
Q4 		$35.3M Sell
448,962
-12,098
-3% -$944K 8.2% 2
2015
Q3 		$34.4M Buy
461,060
+6,100
+1% +$440K 7.85% 2
2015
Q2 		$32.4M Buy
454,960
+615
+0.1% +$42.2K 6.92% 2
2015
Q1 		$27.8M Buy
454,345
+7,680
+2% +$417K 5.98% 4
2014
Q4 		$21.3M Buy
446,665
+28,570
+7% +$1.35M 4.98% 5
2014
Q3 		$18.3M Sell
418,095
-14,225
-3% -$564K 4.29% 8
2014
Q2 		$18.9M Buy
432,320
+6,890
+2% +$261K 3.82% 7
2014
Q1 		$14M Buy
425,430
+48,045
+13% +$1.83M 2.9% 11
2013
Q4 		$13.2M Buy
377,385
+61,110
+19% +$2.19M 2.7% 13
2013
Q3 		$10.9M Buy
316,275
+192,165
+155% +$5.92M 2.45% 15
2013
Q2 		$3.37M Buy
+124,110
New +$2.93M 0.82% 23

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J.M. Hartwell's EPAM Position: Q3 2019 in Review

J.M. Hartwell increased its EPAM Systems (EPAM) stake by 0.16% in Q3 2019, buying an estimated $105K and bringing the position to 355,822 shares worth $64.9M. The position accounts for 11.58% of the portfolio, ranked #1.

J.M. Hartwell first reported a position in EPAM in Q2 2013 and has held it in 26 quarters since. 386 funds tracked by Wall St. Rank hold EPAM as of Q3 2019.

  • J.M. Hartwell held 355,822 shares of EPAM Systems worth $64.9M as of Q3 2019.
  • J.M. Hartwell bought 560 EPAM Systems shares in Q3 2019, an estimated $105K.
  • EPAM Systems made up 11.58% of J.M. Hartwell's portfolio in Q3 2019, its #1 holding.
  • J.M. Hartwell first reported a position in EPAM Systems in Q2 2013 and has held it in 26 quarters since.
  • 386 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.