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Montag & Caldwell’s EPAM Systems EPAM Stock Holding History

Montag & Caldwell’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
-6,110
Closed -$1.54M – 73
2020
Q2 		$1.54M Buy
6,110
+541
+10% +$119K 0.1% 33
2020
Q1 		$1.03M Buy
5,569
+2,487
+81% +$537K 0.07% 32
2019
Q4 		$654K Hold
3,082
– – 0.03% 37
2019
Q3 		$562K Buy
3,082
+302
+11% +$56.9K 0.03% 38
2019
Q2 		$481K Sell
2,780
-900
-24% -$155K 0.02% 52
2019
Q1 		$622K Buy
3,680
+144
+4% +$21.6K 0.03% 43
2018
Q4 		$410K Buy
3,536
+568
+19% +$69.7K 0.02% 49
2018
Q3 		$409K Sell
2,968
-1,542
-34% -$208K 0.02% 46
2018
Q2 		$561K Sell
4,510
-40
-0.9% -$4.81K 0.02% 51
2018
Q1 		$521K Sell
4,550
-504
-10% -$57.6K 0.02% 49
2017
Q4 		$543K Buy
5,054
+181
+4% +$17.9K 0.02% 52
2017
Q3 		$428K Sell
4,873
-50
-1% -$4.17K 0.01% 57
2017
Q2 		$414K Sell
4,923
-7,195
-59% -$578K 0.01% 57
2017
Q1 		$915K Buy
12,118
+5,813
+92% +$405K 0.03% 50
2016
Q4 		$405K Sell
6,305
-8,154
-56% -$523K 0.01% 74
2016
Q3 		$1M Buy
14,459
+5,710
+65% +$388K 0.02% 41
2016
Q2 		$563K Sell
8,749
-7,803
-47% -$569K 0.01% 75
2016
Q1 		$1.24M Sell
16,552
-64
-0.4% -$4.42K 0.02% 41
2015
Q4 		$1.31M Buy
16,616
+331
+2% +$25.8K 0.02% 38
2015
Q3 		$1.21M Buy
16,285
+3,623
+29% +$261K 0.02% 41
2015
Q2 		$902K Buy
12,662
+5,896
+87% +$404K 0.01% 58
2015
Q1 		$415K Buy
+6,766
New +$367K 0.01% 93

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

Montag & Caldwell's EPAM Position: Q3 2020 in Review

Montag & Caldwell sold out of EPAM Systems (EPAM) in Q3 2020, closing a stake of 6,110 shares — an estimated $1.54M sold.

Montag & Caldwell first reported a position in EPAM in Q1 2015 and held it in 22 quarters. The position peaked at $1.54M in Q2 2020. 471 funds tracked by Wall St. Rank hold EPAM as of Q3 2020.

  • Montag & Caldwell reported no remaining EPAM Systems position as of Q3 2020 after selling out during the quarter.
  • Montag & Caldwell sold 6,110 EPAM Systems shares in Q3 2020, an estimated $1.54M.
  • Montag & Caldwell first reported a position in EPAM Systems in Q1 2015 and held it in 22 quarters.
  • Montag & Caldwell's EPAM Systems position peaked at $1.54M in Q2 2020.
  • 471 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2020.

Based on Montag & Caldwell's 13F filing for Q3 2020, filed 6 Nov 2020.