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Sovereign Financial Group’s EPAM Systems EPAM Stock Holding History

Sovereign Financial Group’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
Q1 		– Sell
-792
Closed -$260K – 217
2022
Q4 		$260K Buy
792
+45
+6% +$15.3K 0.1% 184
2022
Q3 		$271K Buy
747
+16
+2% +$6.12K 0.11% 166
2022
Q2 		$215K Sell
731
-306
-30% -$93.5K 0.08% 192
2022
Q1 		$308K Buy
+1,037
New +$407K 0.11% 166

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
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
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

Sovereign Financial Group's EPAM Position: Q1 2023 in Review

Sovereign Financial Group sold out of EPAM Systems (EPAM) in Q1 2023, closing a stake of 792 shares — an estimated $260K sold.

Sovereign Financial Group first reported a position in EPAM in Q1 2022 and held it in 4 quarters. The position peaked at $308K in Q1 2022. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2023.

  • Sovereign Financial Group reported no remaining EPAM Systems position as of Q1 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 792 EPAM Systems shares in Q1 2023, an estimated $260K.
  • Sovereign Financial Group first reported a position in EPAM Systems in Q1 2022 and held it in 4 quarters.
  • Sovereign Financial Group's EPAM Systems position peaked at $308K in Q1 2022.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2023.

Based on Sovereign Financial Group's 13F filing for Q1 2023, filed 4 May 2023.