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Ladenburg Thalmann Financial Services’s EPAM Systems EPAM Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$277K Sell
1,302
-177
-12% -$34.8K ﹤0.01% 2262
2019
Q3 		$270K Buy
1,479
+192
+15% +$36.1K ﹤0.01% 2249
2019
Q2 		$224K Sell
1,287
-527
-29% -$90.8K ﹤0.01% 2387
2019
Q1 		$307K Buy
1,814
+964
+113% +$144K ﹤0.01% 2068
2018
Q4 		$99K Buy
850
+90
+12% +$11K ﹤0.01% 2760
2018
Q3 		$105K Buy
760
+317
+72% +$42.7K ﹤0.01% 2784
2018
Q2 		$51K Hold
443
– – ﹤0.01% 3234
2018
Q1 		$51K Buy
443
+55
+14% +$6.29K ﹤0.01% 3234
2017
Q4 		$41K Buy
388
+78
+25% +$7.72K ﹤0.01% 3354
2017
Q3 		$28K Buy
310
+47
+18% +$3.92K ﹤0.01% 3482
2017
Q2 		$22K Sell
263
-8
-3% -$643 ﹤0.01% 3549
2017
Q1 		$20K Sell
271
-155
-36% -$10.8K ﹤0.01% 3554
2016
Q4 		$27K Buy
426
+192
+82% +$12.3K ﹤0.01% 3282
2016
Q3 		$16K Sell
234
-1,138
-83% -$77.3K ﹤0.01% 3529
2016
Q2 		$88K Buy
1,372
+157
+13% +$11.5K ﹤0.01% 2241
2016
Q1 		$91K Sell
1,215
-133
-10% -$9.19K ﹤0.01% 2132
2015
Q4 		$105K Buy
1,348
+795
+144% +$62K ﹤0.01% 2019
2015
Q3 		$41K Sell
553
-27
-5% -$1.95K ﹤0.01% 2600
2015
Q2 		$41K Buy
580
+471
+432% +$32.3K ﹤0.01% 2724
2015
Q1 		$7K Buy
+109
New +$5.92K ﹤0.01% 3817
2014
Q2 		– Sell
-43
Closed -$1K – 3905
2014
Q1 		$1K Buy
43
+25
+139% +$950 ﹤0.01% 3623
2013
Q4 		$1K Hold
18
– – ﹤0.01% 3616
2013
Q3 		$1K Buy
+18
New +$554 ﹤0.01% 3555

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Ladenburg Thalmann Financial Services's EPAM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its EPAM Systems (EPAM) stake by 12% in Q4 2019, selling an estimated $34.8K and leaving 1,302 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Ladenburg Thalmann Financial Services first reported a position in EPAM in Q3 2013 and has held it in 23 quarters since. The position peaked at $307K in Q1 2019. 418 funds tracked by Wall St. Rank hold EPAM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,302 shares of EPAM Systems worth $277K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 177 EPAM Systems shares in Q4 2019, an estimated $34.8K.
  • EPAM Systems made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2262 holding.
  • Ladenburg Thalmann Financial Services first reported a position in EPAM Systems in Q3 2013 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's EPAM Systems position peaked at $307K in Q1 2019.
  • 418 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.