Atria Investments’s EXL Service EXLS Stock Holding History

Atria Investments’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
2026 Q1	–	Sell	-6,773	Closed	-$287K	–	2079
2025 Q4	$287K	Buy	6,773 +948	+16%	+$38.8K	﹤0.01%	1760
2025 Q3	$256K	Buy	+5,825	New	+$252K	﹤0.01%	1802
2025 Q1	–	Sell	-4,783	Closed	-$212K	–	1921
2024 Q4	$212K	Buy	+4,783	New	+$207K	﹤0.01%	1754
2020 Q1	–	Sell	-40,215	Closed	-$559K	–	736
2019 Q4	$559K	Buy	40,215 +10,370	+35%	+$142K	0.02%	743
2019 Q3	$400K	Buy	29,845 +2,980	+11%	+$39.8K	0.01%	638
2019 Q2	$359K	Buy	26,865 +9,685	+56%	+$119K	0.01%	680
2019 Q1	$206K	Sell	17,180 -17,840	-51%	-$209K	0.01%	857
2018 Q4	$369K	Buy	35,020 +70	+0.2%	+$813	0.02%	597
2018 Q3	$463K	Buy	34,950 +6,530	+23%	+$80.8K	0.02%	614
2018 Q2	$322K	Buy	+28,420	New	+$324K	0.01%	718
2017 Q4	–	Sell	-22,305	Closed	-$260K	–	837
2017 Q3	$260K	Sell	22,305 -2,970	-12%	-$33.3K	0.01%	647
2017 Q2	$281K	Buy	25,275 +280	+1%	+$2.83K	0.02%	579
2017 Q1	$237K	Buy	24,995 +2,700	+12%	+$25.3K	0.02%	591
2016 Q4	$225K	Buy	+22,295	New	+$213K	0.02%	569

Other funds holding EXLS

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return