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Jackson Grant Investment Advisers’s EPAM Systems EPAM Stock Holding History

Jackson Grant Investment 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
Q2 		– Sell
-7
Closed -$1.93K – 401
2024
Q1 		$1.93K Hold
7
– – ﹤0.01% 361
2023
Q4 		$2.08K Hold
7
– – ﹤0.01% 351
2023
Q3 		$1.79K Hold
7
– – ﹤0.01% 355
2023
Q2 		$1.57K Hold
7
– – ﹤0.01% 384
2023
Q1 		$2.09K Buy
+7
New +$2.25K ﹤0.01% 387

Other funds holding EPAM

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Jackson Grant Investment Advisers's EPAM Position: Q2 2024 in Review

Jackson Grant Investment Advisers sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 7 shares — an estimated $1.93K sold.

Jackson Grant Investment Advisers first reported a position in EPAM in Q1 2023 and held it in 5 quarters. The position peaked at $2.09K in Q1 2023. 535 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

  • Jackson Grant Investment Advisers reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 7 EPAM Systems shares in Q2 2024, an estimated $1.93K.
  • Jackson Grant Investment Advisers first reported a position in EPAM Systems in Q1 2023 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's EPAM Systems position peaked at $2.09K in Q1 2023.
  • 535 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2024, filed 16 Jul 2024.