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Lenox Wealth Advisors’s EPAM Systems EPAM Stock Holding History

Lenox Wealth Advisors’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
2020
Q3 		– Sell
-14
Closed -$4K – 594
2020
Q2 		$4K Sell
14
-24
-63% -$5.28K ﹤0.01% 457
2020
Q1 		$7K Buy
+38
New +$8.21K ﹤0.01% 381
2019
Q2 		– Sell
-17
Closed -$3K – 462
2019
Q1 		$3K Buy
+17
New +$2.55K ﹤0.01% 447

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Lenox Wealth Advisors's EPAM Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of EPAM Systems (EPAM) in Q3 2020, closing a stake of 14 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in EPAM in Q1 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 471 funds tracked by Wall St. Rank hold EPAM as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining EPAM Systems position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 14 EPAM Systems shares in Q3 2020, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in EPAM Systems in Q1 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's EPAM Systems position peaked at $7K in Q1 2020.
  • 471 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.