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Sheets Smith Wealth Management’s EPAM Systems EPAM Stock Holding History

Sheets Smith 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
2020
Q1 		– Sell
-4,079
Closed -$859K – 285
2019
Q4 		$859K Sell
4,079
-126
-3% -$24.8K 0.16% 136
2019
Q3 		$767K Buy
4,205
+26
+0.6% +$4.89K 0.16% 143
2019
Q2 		$723K Sell
4,179
-170
-4% -$29.3K 0.15% 156
2019
Q1 		$736K Buy
4,349
+101
+2% +$15.1K 0.16% 151
2018
Q4 		$493K Sell
4,248
-24
-0.6% -$2.94K 0.13% 162
2018
Q3 		$588K Buy
4,272
+186
+5% +$25.1K 0.12% 192
2018
Q2 		$508K Buy
4,086
+369
+10% +$44.4K 0.12% 186
2018
Q1 		$426K Sell
3,717
-6
-0.2% -$686 0.1% 206
2017
Q4 		$400K Buy
3,723
+73
+2% +$7.22K 0.09% 219
2017
Q3 		$321K Sell
3,650
-28
-0.8% -$2.33K 0.08% 235
2017
Q2 		$309K Buy
+3,678
New +$296K 0.08% 226

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Sheets Smith Wealth Management's EPAM Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of EPAM Systems (EPAM) in Q1 2020, closing a stake of 4,079 shares — an estimated $859K sold.

Sheets Smith Wealth Management first reported a position in EPAM in Q2 2017 and held it in 11 quarters. The position peaked at $859K in Q4 2019. 406 funds tracked by Wall St. Rank hold EPAM as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining EPAM Systems position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,079 EPAM Systems shares in Q1 2020, an estimated $859K.
  • Sheets Smith Wealth Management first reported a position in EPAM Systems in Q2 2017 and held it in 11 quarters.
  • Sheets Smith Wealth Management's EPAM Systems position peaked at $859K in Q4 2019.
  • 406 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.