Pathstone Family Office’s EPAM Systems EPAM Stock Holding History

Pathstone Family Office’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 Q3	$1.63M	Buy	6,389 +1,610	+34%	+$398K	0.01%	516
2023 Q2	$1.07M	Buy	4,779 +163	+4%	+$41.1K	0.02%	463
2023 Q1	$1.44M	Sell	4,616 -2,872	-38%	-$925K	0.02%	354
2022 Q4	$1.84M	Buy	7,488 +3,429	+84%	+$1.17M	0.03%	310
2022 Q3	$1.47M	Buy	4,059 +1,583	+64%	+$606K	0.03%	301
2022 Q2	$730K	Buy	2,476 +344	+16%	+$105K	0.02%	434
2022 Q1	$769K	Buy	2,132 +414	+24%	+$162K	0.02%	397
2021 Q4	$1.15M	Sell	1,718 -32	-2%	-$20.6K	0.03%	302
2021 Q3	$999K	Buy	1,750 +145	+9%	+$85.3K	0.03%	298
2021 Q2	$820K	Buy	1,605 +286	+22%	+$134K	0.02%	327
2021 Q1	$523K	Buy	+1,319	New	+$483K	0.02%	330

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Family Office's EPAM Position: Q3 2023 in Review

Pathstone Family Office increased its EPAM Systems (EPAM) stake by 34% in Q3 2023, buying an estimated $398K and bringing the position to 6,389 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #516.

Pathstone Family Office first reported a position in EPAM in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2022. 515 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

Pathstone Family Office held 6,389 shares of EPAM Systems worth $1.63M as of Q3 2023.
Pathstone Family Office bought 1,610 EPAM Systems shares in Q3 2023, an estimated $398K.
EPAM Systems made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #516 holding.
Pathstone Family Office first reported a position in EPAM Systems in Q1 2021 and has held it in 11 quarters since.
Pathstone Family Office's EPAM Systems position peaked at $1.84M in Q4 2022.
515 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.