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Lee Financial’s EPAM Systems EPAM Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-1
Closed -$328 – 851
2022
Q4 		$328 Hold
1
– – ﹤0.01% 849
2022
Q3 		$0 Buy
+1
New +$383 ﹤0.01% 872
2021
Q3 		– Sell
-45
Closed -$23K – 704
2021
Q2 		$23K Sell
45
-5
-10% -$2.34K ﹤0.01% 306
2021
Q1 		$20K Hold
50
– – ﹤0.01% 309
2020
Q4 		$18K Hold
50
– – ﹤0.01% 304
2020
Q3 		$16K Hold
50
– – ﹤0.01% 336
2020
Q2 		$13K Hold
50
– – ﹤0.01% 330
2020
Q1 		$9K Hold
50
– – ﹤0.01% 313
2019
Q4 		$11K Hold
50
– – ﹤0.01% 333
2019
Q3 		$9K Hold
50
– – ﹤0.01% 358
2019
Q2 		$9K Hold
50
– – ﹤0.01% 364
2019
Q1 		$8K Hold
50
– – ﹤0.01% 366
2018
Q4 		$6K Hold
50
– – ﹤0.01% 349
2018
Q3 		$7K Buy
50
+41
+456% +$5.52K ﹤0.01% 378
2018
Q2 		$1K Buy
+9
New +$1.08K ﹤0.01% 749

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lee Financial's EPAM Position: Q1 2023 in Review

Lee Financial sold out of EPAM Systems (EPAM) in Q1 2023, closing a stake of 1 share — an estimated $328 sold.

Lee Financial first reported a position in EPAM in Q2 2018 and held it in 15 quarters. The position peaked at $23K in Q2 2021. 570 funds tracked by Wall St. Rank hold EPAM as of Q1 2023.

  • Lee Financial reported no remaining EPAM Systems position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 1 EPAM Systems share in Q1 2023, an estimated $328.
  • Lee Financial first reported a position in EPAM Systems in Q2 2018 and held it in 15 quarters.
  • Lee Financial's EPAM Systems position peaked at $23K in Q2 2021.
  • 570 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.