Valeo Financial Advisors’s EPAM Systems EPAM Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-290	Closed	-$115K	–	897
2021 Q1	$115K	Sell	290 -11	-4%	-$4.03K	0.01%	573
2020 Q4	$108K	Buy	301 +120	+66%	+$40K	0.01%	544
2020 Q3	$59K	Sell	181 -29	-14%	-$8.66K	0.01%	610
2020 Q2	$53K	Buy	210 +8	+4%	+$1.76K	﹤0.01%	703
2020 Q1	$38K	Sell	202 -79	-28%	-$17.1K	﹤0.01%	688
2019 Q4	$60K	Sell	281 -9	-3%	-$1.77K	0.01%	579
2019 Q3	$53K	Buy	290 +113	+64%	+$21.3K	0.01%	586
2019 Q2	$31K	Buy	177 +33	+23%	+$5.68K	﹤0.01%	728
2019 Q1	$24K	Buy	144 +40	+38%	+$6K	﹤0.01%	727
2018 Q4	$12K	Hold	104	–	–	﹤0.01%	830
2018 Q3	$12K	Hold	104	–	–	﹤0.01%	911
2018 Q2	$14K	Sell	104 -36	-26%	-$4.33K	﹤0.01%	861
2018 Q1	$16K	Sell	140 -15	-10%	-$1.72K	﹤0.01%	782
2017 Q4	$17K	Buy	155 +36	+30%	+$3.56K	﹤0.01%	705
2017 Q3	$10K	Buy	+119	New	+$9.93K	﹤0.01%	694

Other funds holding EPAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return