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ProVise Management Group’s EPAM Systems EPAM Stock Holding History

ProVise Management Group’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
-1,565
Closed -$465K – 306
2023
Q4 		$465K Sell
1,565
-123
-7% -$31.2K 0.04% 230
2023
Q3 		$432K Sell
1,688
-777
-32% -$192K 0.04% 236
2023
Q2 		$554K Buy
2,465
+531
+27% +$134K 0.05% 217
2023
Q1 		$578K Buy
+1,934
New +$623K 0.06% 211
2020
Q2 		– Sell
-1,587
Closed -$295K – 279
2020
Q1 		$295K Sell
1,587
-34
-2% -$7.34K 0.05% 219
2019
Q4 		$344K Sell
1,621
-827
-34% -$163K 0.04% 231
2019
Q3 		$446K Buy
+2,448
New +$461K 0.06% 205

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ProVise Management Group's EPAM Position: Q1 2024 in Review

ProVise Management Group sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 1,565 shares — an estimated $465K sold.

ProVise Management Group first reported a position in EPAM in Q3 2019 and held it in 7 quarters. The position peaked at $578K in Q1 2023. 570 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • ProVise Management Group reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • ProVise Management Group sold 1,565 EPAM Systems shares in Q1 2024, an estimated $465K.
  • ProVise Management Group first reported a position in EPAM Systems in Q3 2019 and held it in 7 quarters.
  • ProVise Management Group's EPAM Systems position peaked at $578K in Q1 2023.
  • 570 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.