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Sendero Wealth Management’s EPAM Systems EPAM Stock Holding History

Sendero Wealth 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
2024
Q2 		– Sell
-5,411
Closed -$1.49M – 160
2024
Q1 		$1.49M Sell
5,411
-3,861
-42% -$1.14M 0.26% 63
2023
Q4 		$2.76M Sell
9,272
-3,756
-29% -$954K 0.52% 41
2023
Q3 		$3.33M Buy
13,028
+457
+4% +$113K 0.71% 30
2023
Q2 		$2.83M Buy
12,571
+1,062
+9% +$267K 0.62% 36
2023
Q1 		$3.44M Buy
11,509
+3,102
+37% +$999K 1.05% 14
2022
Q4 		$2.76M Buy
8,407
+3,017
+56% +$1.03M 0.98% 11
2022
Q3 		$1.95M Buy
5,390
+3,513
+187% +$1.34M 0.81% 15
2022
Q2 		$553K Buy
+1,877
New +$574K 0.53% 46

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sendero Wealth Management's EPAM Position: Q2 2024 in Review

Sendero Wealth Management sold out of EPAM Systems (EPAM) in Q2 2024, closing a stake of 5,411 shares — an estimated $1.49M sold.

Sendero Wealth Management first reported a position in EPAM in Q2 2022 and held it in 8 quarters. The position peaked at $3.44M in Q1 2023. 536 funds tracked by Wall St. Rank hold EPAM as of Q2 2024.

  • Sendero Wealth Management reported no remaining EPAM Systems position as of Q2 2024 after selling out during the quarter.
  • Sendero Wealth Management sold 5,411 EPAM Systems shares in Q2 2024, an estimated $1.49M.
  • Sendero Wealth Management first reported a position in EPAM Systems in Q2 2022 and held it in 8 quarters.
  • Sendero Wealth Management's EPAM Systems position peaked at $3.44M in Q1 2023.
  • 536 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2024.

Based on Sendero Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.