SMA
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Sage Mountain Advisors’s EPAM Systems EPAM Stock Holding History

Sage Mountain 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
2022
Q4 		– Sell
-572
Closed -$207K – 301
2022
Q3 		$207K Buy
+572
New +$219K 0.06% 160
2022
Q1 		– Sell
-518
Closed -$346K – 639
2021
Q4 		$346K Buy
518
+4
+0.8% +$2.58K 0.04% 408
2021
Q3 		$293K Hold
514
– – 0.04% 366
2021
Q2 		$263K Sell
514
-1
-0.2% -$469 0.04% 335
2021
Q1 		$204K Buy
+515
New +$188K 0.04% 296

Other funds holding EPAM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's EPAM Position: Q4 2022 in Review

Sage Mountain Advisors sold out of EPAM Systems (EPAM) in Q4 2022, closing a stake of 572 shares — an estimated $207K sold.

Sage Mountain Advisors first reported a position in EPAM in Q1 2021 and held it in 5 quarters. The position peaked at $346K in Q4 2021. 612 funds tracked by Wall St. Rank hold EPAM as of Q4 2022.

  • Sage Mountain Advisors reported no remaining EPAM Systems position as of Q4 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 572 EPAM Systems shares in Q4 2022, an estimated $207K.
  • Sage Mountain Advisors first reported a position in EPAM Systems in Q1 2021 and held it in 5 quarters.
  • Sage Mountain Advisors's EPAM Systems position peaked at $346K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2022.

Based on Sage Mountain Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.