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Osterweis Capital Management’s EPAM Systems EPAM Stock Holding History

Osterweis Capital Management’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
2016
Q4 		– Sell
-7,792
Closed -$540K – 90
2016
Q3 		$540K Sell
7,792
-26,450
-77% -$1.8M 0.03% 78
2016
Q2 		$2.2M Buy
34,242
+10,000
+41% +$730K 0.14% 45
2016
Q1 		$1.81M Buy
+24,242
New +$1.67M 0.11% 49

Other funds holding EPAM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCP
RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Osterweis Capital Management's EPAM Position: Q4 2016 in Review

Osterweis Capital Management sold out of EPAM Systems (EPAM) in Q4 2016, closing a stake of 7,792 shares — an estimated $540K sold.

Osterweis Capital Management first reported a position in EPAM in Q1 2016 and held it in 3 quarters. The position peaked at $2.2M in Q2 2016. 203 funds tracked by Wall St. Rank hold EPAM as of Q4 2016.

  • Osterweis Capital Management reported no remaining EPAM Systems position as of Q4 2016 after selling out during the quarter.
  • Osterweis Capital Management sold 7,792 EPAM Systems shares in Q4 2016, an estimated $540K.
  • Osterweis Capital Management first reported a position in EPAM Systems in Q1 2016 and held it in 3 quarters.
  • Osterweis Capital Management's EPAM Systems position peaked at $2.2M in Q2 2016.
  • 203 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2016.

Based on Osterweis Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.