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NorthRock Partners’s EPAM Systems EPAM Stock Holding History

NorthRock Partners’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
-820
Closed -$244K – 822
2023
Q4 		$244K Buy
+820
New +$208K 0.01% 498
2023
Q1 		– Sell
-830
Closed -$272K – 342
2022
Q4 		$272K Buy
830
+154
+23% +$52.4K 0.03% 262
2022
Q3 		$245K Buy
+676
New +$259K 0.03% 248
2022
Q1 		– Sell
-677
Closed -$453K – 344
2021
Q4 		$453K Sell
677
-6
-0.9% -$3.86K 0.03% 187
2021
Q3 		$390K Buy
683
+68
+11% +$40K 0.03% 186
2021
Q2 		$314K Buy
+615
New +$288K 0.03% 190
2020
Q1 		– Sell
-1,914
Closed -$406K – 230
2019
Q4 		$406K Buy
+1,914
New +$377K 0.04% 172

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

NorthRock Partners's EPAM Position: Q1 2024 in Review

NorthRock Partners sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 820 shares — an estimated $244K sold.

NorthRock Partners first reported a position in EPAM in Q4 2019 and held it in 7 quarters. The position peaked at $453K in Q4 2021. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • NorthRock Partners reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • NorthRock Partners sold 820 EPAM Systems shares in Q1 2024, an estimated $244K.
  • NorthRock Partners first reported a position in EPAM Systems in Q4 2019 and held it in 7 quarters.
  • NorthRock Partners's EPAM Systems position peaked at $453K in Q4 2021.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on NorthRock Partners's 13F filing for Q1 2024, filed 7 May 2024.