Altshuler Shaham’s EXL Service EXLS Stock Holding History

Altshuler Shaham’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
2025 Q3	–	Sell	-88	Closed	-$3.85K	–	381
2025 Q2	$3.85K	Buy	88 +7	+9%	+$320	﹤0.01%	300
2025 Q1	$3.82K	Sell	81 -9	-10%	-$433	﹤0.01%	248
2024 Q4	$3.99K	Buy	+90	New	+$3.89K	﹤0.01%	286
2023 Q1	–	Sell	-965	Closed	-$32.7K	–	413
2022 Q4	$32.7K	Sell	965 -15	-2%	-$521	﹤0.01%	297
2022 Q3	$29K	Sell	980 -300	-23%	-$9.79K	﹤0.01%	320
2022 Q2	$38K	Sell	1,280 -705	-36%	-$19.9K	﹤0.01%	280
2022 Q1	$57K	Sell	1,985 -545	-22%	-$13.9K	﹤0.01%	352
2021 Q4	$73K	Sell	2,530 -365	-13%	-$9.61K	﹤0.01%	355
2021 Q3	$72K	Buy	+2,895	New	+$67.5K	﹤0.01%	347
2018 Q3	–	Sell	-2,645	Closed	-$8K	–	266
2018 Q2	$8K	Hold	2,645	–	–	﹤0.01%	162
2018 Q1	$8K	Buy	+2,645	New	+$31.6K	﹤0.01%	192

Other funds holding EXLS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $1.47T AUM 27.86% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return