Westover Capital Advisors’s EPAM Systems EPAM Stock Holding History

Westover Capital 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
2023 Q2	–	Sell	-930	Closed	-$278K	–	178
2023 Q1	$278K	Hold	930	–	–	0.1%	136
2022 Q4	$305K	Sell	930 -9	-1%	-$3.06K	0.12%	119
2022 Q3	$340K	Sell	939 -40	-4%	-$15.3K	0.13%	111
2022 Q2	$289K	Sell	979 -50	-5%	-$15.3K	0.11%	130
2022 Q1	$305K	Sell	1,029 -8	-0.8%	-$3.14K	0.1%	139
2021 Q4	$693K	Sell	1,037 -5	-0.5%	-$3.22K	0.2%	92
2021 Q3	$594K	Sell	1,042 -353	-25%	-$208K	0.19%	92
2021 Q2	$713K	Sell	1,395 -55	-4%	-$25.8K	0.23%	83
2021 Q1	$575K	Sell	1,450 -324	-18%	-$119K	0.2%	97
2020 Q4	$636K	Sell	1,774 -158	-8%	-$52.7K	0.23%	85
2020 Q3	$625K	Sell	1,932 -554	-22%	-$165K	0.26%	80
2020 Q2	$626K	Sell	2,486 -70	-3%	-$15.4K	0.29%	75
2020 Q1	$475K	Sell	2,556 -381	-13%	-$82.3K	0.26%	77
2019 Q4	$623K	Sell	2,937 -9	-0.3%	-$1.77K	0.28%	77
2019 Q3	$537K	Sell	2,946 -492	-14%	-$92.6K	0.25%	78
2019 Q2	$595K	Sell	3,438 -131	-4%	-$22.6K	0.29%	73
2019 Q1	$604K	Buy	+3,569	New	+$535K	0.31%	69

Other funds holding EPAM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Westover Capital Advisors's EPAM Position: Q2 2023 in Review

Westover Capital Advisors sold out of EPAM Systems (EPAM) in Q2 2023, closing a stake of 930 shares — an estimated $278K sold.

Westover Capital Advisors first reported a position in EPAM in Q1 2019 and held it in 17 quarters. The position peaked at $713K in Q2 2021. 505 funds tracked by Wall St. Rank hold EPAM as of Q2 2023.

Westover Capital Advisors reported no remaining EPAM Systems position as of Q2 2023 after selling out during the quarter.
Westover Capital Advisors sold 930 EPAM Systems shares in Q2 2023, an estimated $278K.
Westover Capital Advisors first reported a position in EPAM Systems in Q1 2019 and held it in 17 quarters.
Westover Capital Advisors's EPAM Systems position peaked at $713K in Q2 2021.
505 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2023.

Based on Westover Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.