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Waverton Investment Management’s EPAM Systems EPAM Stock Holding History

Waverton Investment Management’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
2024
Q1 		– Sell
-700
Closed -$208K – 99
2023
Q4 		$208K Buy
+700
New +$178K 0.01% 95

Other funds holding EPAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waverton Investment Management's EPAM Position: Q1 2024 in Review

Waverton Investment Management sold out of EPAM Systems (EPAM) in Q1 2024, closing a stake of 700 shares — an estimated $208K sold.

Waverton Investment Management first reported a position in EPAM in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 569 funds tracked by Wall St. Rank hold EPAM as of Q1 2024.

  • Waverton Investment Management reported no remaining EPAM Systems position as of Q1 2024 after selling out during the quarter.
  • Waverton Investment Management sold 700 EPAM Systems shares in Q1 2024, an estimated $208K.
  • Waverton Investment Management first reported a position in EPAM Systems in Q4 2023 and held it in 1 quarter.
  • Waverton Investment Management's EPAM Systems position peaked at $208K in Q4 2023.
  • 569 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2024.

Based on Waverton Investment Management's 13F filing for Q1 2024, filed 8 May 2024.