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Advisory Research’s EXL Service EXLS Stock Holding History

Advisory Research’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,865
Closed -$843K – 377
2022
Q4 		$843K Buy
24,865
+10
+0% +$347 0.08% 180
2022
Q3 		$733K Buy
24,855
+10,855
+78% +$354K 0.07% 193
2022
Q2 		$413K Buy
+14,000
New +$396K 0.04% 247

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's EXLS Position: Q1 2023 in Review

Advisory Research sold out of EXL Service (EXLS) in Q1 2023, closing a stake of 24,865 shares — an estimated $843K sold.

Advisory Research first reported a position in EXLS in Q2 2022 and held it in 3 quarters. The position peaked at $843K in Q4 2022. 343 funds tracked by Wall St. Rank hold EXLS as of Q1 2023.

  • Advisory Research reported no remaining EXL Service position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 24,865 EXL Service shares in Q1 2023, an estimated $843K.
  • Advisory Research first reported a position in EXL Service in Q2 2022 and held it in 3 quarters.
  • Advisory Research's EXL Service position peaked at $843K in Q4 2022.
  • 343 funds tracked by Wall St. Rank held EXL Service as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.