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Steward Financial Group’s EPAM Systems EPAM Stock Holding History

Steward 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
Q3 		$3K Buy
+13
New +$3.21K ﹤0.01% 820
2023
Q2 		– Sell
-11
Closed -$3K – 620
2023
Q1 		$3K Buy
11
+6
+120% +$1.93K ﹤0.01% 407
2022
Q4 		$1K Buy
+5
New +$1.7K ﹤0.01% 411
2022
Q3 		– Sell
-4
Closed -$1K – 469
2022
Q2 		$1K Buy
+4
New +$1.22K ﹤0.01% 720

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's EPAM Position: Q3 2023 in Review

Steward Financial Group opened a new position in EPAM Systems (EPAM) in Q3 2023: 13 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EPAM as recently as Q1 2023.

Steward Financial Group first reported a position in EPAM in Q2 2022 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold EPAM as of Q3 2023.

  • Steward Financial Group held 13 shares of EPAM Systems worth $3K as of Q3 2023.
  • EPAM Systems was a new Steward Financial Group position in Q3 2023.
  • EPAM Systems made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #820 holding.
  • Steward Financial Group first reported a position in EPAM Systems in Q2 2022 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.