Toth Financial Advisory’s EPAM Systems EPAM Stock Holding History

Toth Financial Advisory’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
2019 Q4	–	Sell	-4,305	Closed	-$785K	–	491
2019 Q3	$785K	Hold	4,305	–	–	0.17%	89
2019 Q2	$745K	Hold	4,305	–	–	0.17%	86
2019 Q1	$728K	Buy	4,305 +4,080	+1,813%	+$612K	0.17%	90
2018 Q4	$26K	Hold	225	–	–	0.01%	222
2018 Q3	$31K	Sell	225 -4,500	-95%	-$606K	0.01%	228
2018 Q2	$587K	Sell	4,725 -4,500	-49%	-$541K	0.14%	113
2018 Q1	$1.06M	Sell	9,225 -785	-8%	-$89.8K	0.26%	87
2017 Q4	$1.07M	Hold	10,010	–	–	0.25%	87
2017 Q3	$880K	Hold	10,010	–	–	0.22%	97
2017 Q2	$842K	Buy	10,010 +610	+6%	+$49K	0.22%	92
2017 Q1	$710K	Buy	+9,400	New	+$654K	0.19%	100

Other funds holding EPAM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Toth Financial Advisory's EPAM Position: Q4 2019 in Review

Toth Financial Advisory sold out of EPAM Systems (EPAM) in Q4 2019, closing a stake of 4,305 shares — an estimated $785K sold.

Toth Financial Advisory first reported a position in EPAM in Q1 2017 and held it in 11 quarters. The position peaked at $1.07M in Q4 2017. 418 funds tracked by Wall St. Rank hold EPAM as of Q4 2019.

Toth Financial Advisory reported no remaining EPAM Systems position as of Q4 2019 after selling out during the quarter.
Toth Financial Advisory sold 4,305 EPAM Systems shares in Q4 2019, an estimated $785K.
Toth Financial Advisory first reported a position in EPAM Systems in Q1 2017 and held it in 11 quarters.
Toth Financial Advisory's EPAM Systems position peaked at $1.07M in Q4 2017.
418 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2019.

Based on Toth Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.