Operose Advisors’s EPAM Systems EPAM Stock Holding History

Operose 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
2023 Q4	–	Sell	-465	Closed	-$119K	–	643
2023 Q3	$119K	Buy	+465	New	+$115K	0.05%	187

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Operose Advisors's EPAM Position: Q4 2023 in Review

Operose Advisors sold out of EPAM Systems (EPAM) in Q4 2023, closing a stake of 465 shares — an estimated $119K sold.

Operose Advisors first reported a position in EPAM in Q3 2023 and held it in 1 quarter. The position peaked at $119K in Q3 2023. 556 funds tracked by Wall St. Rank hold EPAM as of Q4 2023.

Operose Advisors reported no remaining EPAM Systems position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 465 EPAM Systems shares in Q4 2023, an estimated $119K.
Operose Advisors first reported a position in EPAM Systems in Q3 2023 and held it in 1 quarter.
Operose Advisors's EPAM Systems position peaked at $119K in Q3 2023.
556 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.