BIM
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Bogle Investment Management’s EXL Service EXLS Stock Holding History

Bogle Investment Management’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 		– Sell
-36,500
Closed -$482K – 186
2020
Q3 		$482K Buy
+36,500
New +$468K 0.14% 154
2016
Q2 		– Sell
-173,000
Closed -$1.79M – 412
2016
Q1 		$1.79M Buy
+173,000
New +$1.59M 0.12% 184

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

Bogle Investment Management's EXLS Position: Q4 2020 in Review

Bogle Investment Management sold out of EXL Service (EXLS) in Q4 2020, closing a stake of 36,500 shares — an estimated $482K sold.

Bogle Investment Management first reported a position in EXLS in Q1 2016 and held it in 2 quarters. The position peaked at $1.79M in Q1 2016. 220 funds tracked by Wall St. Rank hold EXLS as of Q4 2020.

  • Bogle Investment Management reported no remaining EXL Service position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 36,500 EXL Service shares in Q4 2020, an estimated $482K.
  • Bogle Investment Management first reported a position in EXL Service in Q1 2016 and held it in 2 quarters.
  • Bogle Investment Management's EXL Service position peaked at $1.79M in Q1 2016.
  • 220 funds tracked by Wall St. Rank held EXL Service as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.