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Berman Capital Advisors’s EXL Service EXLS Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
+65
New +$1.52K ﹤0.01% 1855
2020
Q3 		– Sell
-80
Closed -$1K – 1643
2020
Q2 		$1K Buy
+80
New +$943 ﹤0.01% 1413

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Berman Capital Advisors's EXLS Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in EXL Service (EXLS) in Q3 2021: 65 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1855 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in EXLS as recently as Q2 2020.

Berman Capital Advisors first reported a position in EXLS in Q2 2020 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold EXLS as of Q3 2021.

  • Berman Capital Advisors held 65 shares of EXL Service worth $1K as of Q3 2021.
  • EXL Service was a new Berman Capital Advisors position in Q3 2021.
  • EXL Service made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1855 holding.
  • Berman Capital Advisors first reported a position in EXL Service in Q2 2020 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held EXL Service as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.