SkyOak Wealth’s EPAM Systems EPAM Stock Holding History

SkyOak Wealth’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 Q4	–	Sell	-1,113	Closed	-$285K	–	248
2023 Q3	$285K	Buy	+1,113	New	+$275K	0.08%	176
2023 Q2	–	Sell	-742	Closed	-$222K	–	253
2023 Q1	$222K	Buy	+742	New	+$239K	0.07%	213
2021 Q3	–	Sell	-439	Closed	-$224K	–	238
2021 Q2	$224K	Sell	439 -3	-0.7%	-$1.41K	0.06%	207
2021 Q1	$203K	Buy	+442	New	+$162K	0.06%	220

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyOak Wealth's EPAM Position: Q4 2023 in Review

SkyOak Wealth sold out of EPAM Systems (EPAM) in Q4 2023, closing a stake of 1,113 shares — an estimated $285K sold.

SkyOak Wealth first reported a position in EPAM in Q1 2021 and held it in 4 quarters. The position peaked at $285K in Q3 2023. 556 funds tracked by Wall St. Rank hold EPAM as of Q4 2023.

SkyOak Wealth reported no remaining EPAM Systems position as of Q4 2023 after selling out during the quarter.
SkyOak Wealth sold 1,113 EPAM Systems shares in Q4 2023, an estimated $285K.
SkyOak Wealth first reported a position in EPAM Systems in Q1 2021 and held it in 4 quarters.
SkyOak Wealth's EPAM Systems position peaked at $285K in Q3 2023.
556 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2023.

Based on SkyOak Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.