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Newfound Research’s EPAM Systems EPAM Stock Holding History

Newfound Research’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
2021
Q3 		– Sell
-137
Closed -$70K – 124
2021
Q2 		$70K Sell
137
-2
-1% -$937 0.14% 91
2021
Q1 		$55K Buy
+139
New +$50.9K 0.13% 96
2020
Q4 		– Sell
-125
Closed -$40K – 136
2020
Q3 		$40K Buy
+125
New +$37.3K 0.11% 35

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Newfound Research's EPAM Position: Q3 2021 in Review

Newfound Research sold out of EPAM Systems (EPAM) in Q3 2021, closing a stake of 137 shares — an estimated $70K sold.

Newfound Research first reported a position in EPAM in Q3 2020 and held it in 3 quarters. The position peaked at $70K in Q2 2021. 603 funds tracked by Wall St. Rank hold EPAM as of Q3 2021.

  • Newfound Research reported no remaining EPAM Systems position as of Q3 2021 after selling out during the quarter.
  • Newfound Research sold 137 EPAM Systems shares in Q3 2021, an estimated $70K.
  • Newfound Research first reported a position in EPAM Systems in Q3 2020 and held it in 3 quarters.
  • Newfound Research's EPAM Systems position peaked at $70K in Q2 2021.
  • 603 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2021.

Based on Newfound Research's 13F filing for Q3 2021, filed 14 Oct 2021.