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Montag & Associates’s EPAM Systems EPAM Stock Holding History

Montag & Associates’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
2024
Q1 		– Sell
-3
Closed -$842 – 982
2023
Q4 		$842 Hold
3
– – ﹤0.01% 888
2023
Q3 		$724 Sell
3
-1
-25% -$247 ﹤0.01% 879
2023
Q2 		$899 Sell
4
-2
-33% -$504 ﹤0.01% 894
2023
Q1 		$1.79K Hold
6
– – ﹤0.01% 866
2022
Q4 		$1.97K Buy
+6
New +$2.04K ﹤0.01% 868

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Associates's EPAM Position: Q1 2024 in Review

Montag & Associates sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 3 shares — an estimated $842 sold.

Montag & Associates first reported a position in EPAM in Q4 2022 and held it in 5 quarters. The position peaked at $1.97K in Q4 2022. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Montag & Associates reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Montag & Associates sold 3 EPAM Systems shares in Q1 2024, an estimated $842.
  • Montag & Associates first reported a position in EPAM Systems in Q4 2022 and held it in 5 quarters.
  • Montag & Associates's EPAM Systems position peaked at $1.97K in Q4 2022.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.