AG
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Aperio Group’s EXL Service EXLS Stock Holding History

Aperio Group’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
2020
Q4 		$807K Buy
47,400
+1,065
+2% +$16.9K ﹤0.01% 1708
2020
Q3 		$611K Sell
46,335
-2,830
-6% -$36.3K ﹤0.01% 1709
2020
Q2 		$623K Sell
49,165
-11,260
-19% -$133K ﹤0.01% 1664
2020
Q1 		$629K Buy
60,425
+1,925
+3% +$26.2K ﹤0.01% 1526
2019
Q4 		$813K Buy
58,500
+2,965
+5% +$40.6K ﹤0.01% 1549
2019
Q3 		$744K Sell
55,535
-575
-1% -$7.68K ﹤0.01% 1552
2019
Q2 		$742K Sell
56,110
-770
-1% -$9.45K ﹤0.01% 1563
2019
Q1 		$683K Sell
56,880
-4,105
-7% -$48.1K ﹤0.01% 1565
2018
Q4 		$642K Sell
60,985
-580
-0.9% -$6.74K ﹤0.01% 1540
2018
Q3 		$815K Sell
61,565
-1,520
-2% -$18.8K ﹤0.01% 1523
2018
Q2 		$714K Sell
63,085
-5,250
-8% -$59.9K ﹤0.01% 1566
2018
Q1 		$762K Buy
68,335
+2,250
+3% +$26.8K ﹤0.01% 1471
2017
Q4 		$798K Buy
66,085
+3,485
+6% +$42.6K ﹤0.01% 1440
2017
Q3 		$730K Sell
62,600
-4,865
-7% -$54.5K ﹤0.01% 1461
2017
Q2 		$750K Buy
67,465
+15,220
+29% +$154K ﹤0.01% 1399
2017
Q1 		$495K Buy
52,245
+10,720
+26% +$101K ﹤0.01% 1549
2016
Q4 		$419K Sell
41,525
-3,830
-8% -$36.6K ﹤0.01% 1620
2016
Q3 		$452K Buy
45,355
+160
+0.4% +$1.63K ﹤0.01% 1501
2016
Q2 		$474K Buy
45,195
+855
+2% +$8.66K ﹤0.01% 1414
2016
Q1 		$459K Buy
44,340
+12,745
+40% +$117K ﹤0.01% 1410
2015
Q4 		$284K Buy
31,595
+4,475
+17% +$39.1K ﹤0.01% 1652
2015
Q3 		$200K Buy
+27,120
New +$201K ﹤0.01% 1767
2015
Q2 		– Sell
-29,270
Closed -$218K – 2013
2015
Q1 		$218K Buy
+29,270
New +$192K ﹤0.01% 1773
2014
Q4 		– Sell
-41,285
Closed -$202K – 1887
2014
Q3 		$202K Sell
41,285
-4,935
-11% -$27.4K ﹤0.01% 1602
2014
Q2 		$272K Buy
46,220
+1,125
+2% +$6.5K ﹤0.01% 1443
2014
Q1 		$279K Buy
+45,095
New +$250K ﹤0.01% 1664
2013
Q4 		– Sell
-56,760
Closed -$311K – 1572
2013
Q3 		$323K Buy
+56,760
New +$325K 0.01% 1374

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Aperio Group's EXLS Position: Q4 2020 in Review

Aperio Group increased its EXL Service (EXLS) stake by 2.3% in Q4 2020, buying an estimated $16.9K and bringing the position to 47,400 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Aperio Group first reported a position in EXLS in Q3 2013 and has held it in 27 quarters since. The position peaked at $815K in Q3 2018. 220 funds tracked by Wall St. Rank hold EXLS as of Q4 2020.

  • Aperio Group held 47,400 shares of EXL Service worth $807K as of Q4 2020.
  • Aperio Group bought 1,065 EXL Service shares in Q4 2020, an estimated $16.9K.
  • EXL Service made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1708 holding.
  • Aperio Group first reported a position in EXL Service in Q3 2013 and has held it in 27 quarters since.
  • Aperio Group's EXL Service position peaked at $815K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held EXL Service as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.