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Summit Financial’s EPAM Systems EPAM Stock Holding History

Summit Financial’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
2025
Q1 		– Sell
-1,480
Closed -$346K – 718
2024
Q4 		$346K Buy
+1,480
New +$329K 0.01% 509

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Summit Financial's EPAM Position: Q1 2025 in Review

Summit Financial sold out of EPAM Systems (EPAM) in Q1 2025, closing a stake of 1,480 shares — an estimated $346K sold.

Summit Financial first reported a position in EPAM in Q4 2024 and held it in 1 quarter. The position peaked at $346K in Q4 2024. 568 funds tracked by Wall St. Rank hold EPAM as of Q1 2025.

  • Summit Financial reported no remaining EPAM Systems position as of Q1 2025 after selling out during the quarter.
  • Summit Financial sold 1,480 EPAM Systems shares in Q1 2025, an estimated $346K.
  • Summit Financial first reported a position in EPAM Systems in Q4 2024 and held it in 1 quarter.
  • Summit Financial's EPAM Systems position peaked at $346K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.