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 $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

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

WCM Investment Management

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

Capital World Investors

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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