Jacobi Capital Management’s EPAM Systems EPAM Stock Holding History

Jacobi Capital Management’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	-678	Closed	-$246K	–	417
2022 Q3	$246K	Sell	678 -37	-5%	-$14.2K	0.03%	362
2022 Q2	$211K	Buy	715 +11	+2%	+$3.36K	0.03%	387
2022 Q1	$209K	Buy	704 +98	+16%	+$38.4K	0.03%	396
2021 Q4	$405K	Buy	606 +31	+5%	+$20K	0.05%	309
2021 Q3	$328K	Buy	575 +386	+204%	+$227K	0.04%	320
2021 Q2	$97K	Buy	189 +33	+21%	+$15.5K	0.01%	496
2021 Q1	$62K	Sell	156 -49	-24%	-$17.9K	0.01%	528
2020 Q4	$73K	Buy	205 +34	+20%	+$11.3K	0.01%	466
2020 Q3	$55K	Hold	171	–	–	0.01%	476
2020 Q2	$43K	Buy	171 +160	+1,455%	+$35.2K	0.01%	503
2020 Q1	$2K	Buy	+11	New	+$2.38K	﹤0.01%	957
2018 Q1	–	Sell	-1,047	Closed	-$116K	–	992
2017 Q4	$116K	Sell	1,047 -393	-27%	-$38.9K	0.04%	236
2017 Q3	$129K	Hold	1,440	–	–	0.04%	204
2017 Q2	$119K	Buy	+1,440	New	+$116K	0.05%	178

Other funds holding EPAM

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Jacobi Capital Management's EPAM Position: Q4 2022 in Review

Jacobi Capital Management sold out of EPAM Systems (EPAM) in Q4 2022, closing a stake of 678 shares — an estimated $246K sold.

Jacobi Capital Management first reported a position in EPAM in Q2 2017 and held it in 14 quarters. The position peaked at $405K in Q4 2021. 612 funds tracked by Wall St. Rank hold EPAM as of Q4 2022.

Jacobi Capital Management reported no remaining EPAM Systems position as of Q4 2022 after selling out during the quarter.
Jacobi Capital Management sold 678 EPAM Systems shares in Q4 2022, an estimated $246K.
Jacobi Capital Management first reported a position in EPAM Systems in Q2 2017 and held it in 14 quarters.
Jacobi Capital Management's EPAM Systems position peaked at $405K in Q4 2021.
612 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2022.

Based on Jacobi Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.