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United Asset Strategies’s EPAM Systems EPAM Stock Holding History

United Asset Strategies’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
2022
Q1 		– Sell
-2,180
Closed -$1.46M – 217
2021
Q4 		$1.46M Sell
2,180
-399
-15% -$257K 0.17% 103
2021
Q3 		$1.47M Buy
2,579
+159
+7% +$93.6K 0.19% 93
2021
Q2 		$1.24M Buy
2,420
+65
+3% +$30.5K 0.16% 100
2021
Q1 		$934K Buy
2,355
+173
+8% +$63.3K 0.14% 111
2020
Q4 		$782K Buy
+2,182
New +$728K 0.12% 119
2020
Q2 		– Sell
-2,779
Closed -$516K – 194
2020
Q1 		$516K Sell
2,779
-366
-12% -$79K 0.13% 120
2019
Q4 		$667K Buy
+3,145
New +$619K 0.13% 131
2018
Q3 		– Sell
-4,255
Closed -$529K – 208
2018
Q2 		$529K Buy
4,255
+295
+7% +$35.5K 0.14% 133
2018
Q1 		$453K Buy
+3,960
New +$453K 0.13% 132

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

United Asset Strategies's EPAM Position: Q1 2022 in Review

United Asset Strategies sold out of EPAM Systems (EPAM) in Q1 2022, closing a stake of 2,180 shares — an estimated $1.46M sold.

United Asset Strategies first reported a position in EPAM in Q1 2018 and held it in 9 quarters. The position peaked at $1.47M in Q3 2021. 571 funds tracked by Wall St. Rank hold EPAM as of Q1 2022.

  • United Asset Strategies reported no remaining EPAM Systems position as of Q1 2022 after selling out during the quarter.
  • United Asset Strategies sold 2,180 EPAM Systems shares in Q1 2022, an estimated $1.46M.
  • United Asset Strategies first reported a position in EPAM Systems in Q1 2018 and held it in 9 quarters.
  • United Asset Strategies's EPAM Systems position peaked at $1.47M in Q3 2021.
  • 571 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2022.

Based on United Asset Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.