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Shaker Investments’s EPAM Systems EPAM Stock Holding History

Shaker Investments’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
Q2 		– Sell
-2,378
Closed -$711K – 94
2023
Q1 		$711K Hold
2,378
– – 0.4% 69
2022
Q4 		$779K Hold
2,378
– – 0.48% 54
2022
Q3 		$861K Buy
2,378
+5
+0.2% +$1.91K 0.58% 50
2022
Q2 		$700K Buy
2,373
+3
+0.1% +$917 0.44% 65
2022
Q1 		$703K Buy
2,370
+3
+0.1% +$1.18K 0.36% 69
2021
Q4 		$1.58M Buy
2,367
+6
+0.3% +$3.86K 0.68% 40
2021
Q3 		$1.35M Buy
2,361
+7
+0.3% +$4.12K 0.59% 49
2021
Q2 		$1.2M Sell
2,354
-626
-21% -$293K 0.56% 55
2021
Q1 		$1.18M Buy
2,980
+8
+0.3% +$2.93K 0.57% 55
2020
Q4 		$1.06M Sell
2,972
-1,924
-39% -$642K 0.54% 55
2020
Q3 		$1.58M Hold
4,896
– – 0.81% 41
2020
Q2 		$1.23M Buy
4,896
+2,107
+76% +$464K 0.7% 37
2020
Q1 		$518K Buy
+2,789
New +$602K 0.44% 55
2016
Q4 		– Sell
-33,320
Closed -$2.31M – 69
2016
Q3 		$2.31M Sell
33,320
-6,600
-17% -$448K 1.86% 15
2016
Q2 		$2.57M Buy
39,920
+12,280
+44% +$896K 2.33% 13
2016
Q1 		$2.06M Buy
27,640
+5,200
+23% +$359K 1.96% 13
2015
Q4 		$1.76M Buy
22,440
+16,600
+284% +$1.3M 1.46% 19
2015
Q3 		$435K Hold
5,840
– – 0.34% 59
2015
Q2 		$416K Sell
5,840
-26,280
-82% -$1.8M 0.29% 62
2015
Q1 		$1.97M Hold
32,120
– – 1.31% 25
2014
Q4 		$1.53M Buy
32,120
+2,275
+8% +$107K 1.04% 33
2014
Q3 		$1.31M Buy
29,845
+15,345
+106% +$608K 0.89% 34
2014
Q2 		$634K Sell
14,500
-13,900
-49% -$526K 0.41% 45
2014
Q1 		$934K Sell
28,400
-2,500
-8% -$95K 0.58% 38
2013
Q4 		$1.08M Buy
+30,900
New +$1.1M 0.7% 35

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

Shaker Investments's EPAM Position: Q2 2023 in Review

Shaker Investments sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 2,378 shares — an estimated $711K sold.

Shaker Investments first reported a position in EPAM in Q4 2013 and held it in 25 quarters. The position peaked at $2.57M in Q2 2016. 506 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

  • Shaker Investments reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
  • Shaker Investments sold 2,378 EPAM Systems shares in Q2 2023, an estimated $711K.
  • Shaker Investments first reported a position in EPAM Systems in Q4 2013 and held it in 25 quarters.
  • Shaker Investments's EPAM Systems position peaked at $2.57M in Q2 2016.
  • 506 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Shaker Investments's 13F filing for Q2 2023, filed 25 Jul 2023.