Boston Trust Walden’s EXL Service EXLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.5M | Sell |
904,225
-1,703,811
| -65% | -$58.8M | 0.23% | 155 |
|
|
2025
Q4 | $111M | Sell |
2,608,036
-113,123
| -4% | -$4.62M | 0.84% | 19 |
|
|
2025
Q3 | $120M | Sell |
2,721,159
-25,049
| -0.9% | -$1.08M | 0.88% | 19 |
|
|
2025
Q2 | $120M | Buy |
2,746,208
+47,162
| +2% | +$2.16M | 0.86% | 26 |
|
|
2025
Q1 | $127M | Sell |
2,699,046
-337,270
| -11% | -$16.2M | 0.93% | 18 |
|
|
2024
Q4 | $135M | Sell |
3,036,316
-309,490
| -9% | -$13.4M | 0.95% | 19 |
|
|
2024
Q3 | $128M | Sell |
3,345,806
-414,917
| -11% | -$14.5M | 0.89% | 23 |
|
|
2024
Q2 | $118M | Buy |
3,760,723
+46,302
| +1% | +$1.39M | 0.87% | 23 |
|
|
2024
Q1 | $118M | Sell |
3,714,421
-10,778
| -0.3% | -$335K | 0.84% | 27 |
|
|
2023
Q4 | $115M | Buy |
3,725,199
+606,215
| +19% | +$17.2M | 0.87% | 27 |
|
|
2023
Q3 | $87.5M | Buy |
3,118,984
+686,739
| +28% | +$20.1M | 0.73% | 39 |
|
|
2023
Q2 | $73.5M | Buy |
2,432,245
+855,915
| +54% | +$27M | 0.6% | 53 |
|
|
2023
Q1 | $51M | Buy |
1,576,330
+297,885
| +23% | +$9.87M | 0.44% | 77 |
|
|
2022
Q4 | $43.3M | Sell |
1,278,445
-287,715
| -18% | -$10M | 0.38% | 91 |
|
|
2022
Q3 | $46.2M | Sell |
1,566,160
-506,700
| -24% | -$16.5M | 0.46% | 72 |
|
|
2022
Q2 | $61.1M | Buy |
2,072,860
+18,275
| +0.9% | +$516K | 0.58% | 56 |
|
|
2022
Q1 | $58.9M | Buy |
2,054,585
+356,835
| +21% | +$9.08M | 0.49% | 69 |
|
|
2021
Q4 | $49.2M | Buy |
1,697,750
+217,820
| +15% | +$5.74M | 0.39% | 92 |
|
|
2021
Q3 | $36.4M | Buy |
1,479,930
+30,145
| +2% | +$703K | 0.32% | 112 |
|
|
2021
Q2 | $30.8M | Sell |
1,449,785
-58,865
| -4% | -$1.17M | 0.27% | 132 |
|
|
2021
Q1 | $27.2M | Sell |
1,508,650
-16,635
| -1% | -$284K | 0.26% | 135 |
|
|
2020
Q4 | $26M | Buy |
1,525,285
+5,220
| +0.3% | +$82.8K | 0.28% | 132 |
|
|
2020
Q3 | $20.1M | Buy |
1,520,065
+66,940
| +5% | +$858K | 0.25% | 134 |
|
|
2020
Q2 | $18.4M | Buy |
1,453,125
+122,615
| +9% | +$1.45M | 0.25% | 133 |
|
|
2020
Q1 | $13.8M | Buy |
1,330,510
+32,320
| +2% | +$441K | 0.22% | 142 |
|
|
2019
Q4 | $18M | Buy |
1,298,190
+24,770
| +2% | +$339K | 0.21% | 150 |
|
|
2019
Q3 | $17.1M | Buy |
1,273,420
+5,325
| +0.4% | +$71.1K | 0.21% | 146 |
|
|
2019
Q2 | $16.8M | Sell |
1,268,095
-17,880
| -1% | -$219K | 0.22% | 134 |
|
|
2019
Q1 | $15.4M | Buy |
1,285,975
+24,305
| +2% | +$285K | 0.21% | 141 |
|
|
2018
Q4 | $13.3M | Sell |
1,261,670
-65,855
| -5% | -$765K | 0.21% | 137 |
|
|
2018
Q3 | $17.6M | Buy |
1,327,525
+208,010
| +19% | +$2.58M | 0.24% | 123 |
|
|
2018
Q2 | $12.7M | Sell |
1,119,515
-27,920
| -2% | -$318K | 0.19% | 158 |
|
|
2018
Q1 | $12.8M | Sell |
1,147,435
-78,640
| -6% | -$938K | 0.19% | 146 |
|
|
2017
Q4 | $14.8M | Sell |
1,226,075
-30,075
| -2% | -$367K | 0.22% | 134 |
|
|
2017
Q3 | $14.7M | Buy |
1,256,150
+59,875
| +5% | +$671K | 0.23% | 134 |
|
|
2017
Q2 | $13.3M | Sell |
1,196,275
-363,010
| -23% | -$3.66M | 0.21% | 139 |
|
|
2017
Q1 | $14.8M | Sell |
1,559,285
-164,330
| -10% | -$1.54M | 0.23% | 144 |
|
|
2016
Q4 | $17.4M | Sell |
1,723,615
-70,055
| -4% | -$670K | 0.27% | 136 |
|
|
2016
Q3 | $17.9M | Buy |
1,793,670
+7,155
| +0.4% | +$72.7K | 0.29% | 132 |
|
|
2016
Q2 | $18.7M | Sell |
1,786,515
-357,630
| -17% | -$3.62M | 0.32% | 121 |
|
|
2016
Q1 | $22.2M | Sell |
2,144,145
-523,365
| -20% | -$4.81M | 0.39% | 98 |
|
|
2015
Q4 | $24M | Sell |
2,667,510
-207,475
| -7% | -$1.81M | 0.44% | 72 |
|
|
2015
Q3 | $21.2M | Buy |
2,874,985
+549,060
| +24% | +$4.07M | 0.35% | 119 |
|
|
2015
Q2 | $16.1M | Buy |
+2,325,925
| New | +$16.2M | 0.25% | 161 |
|
Other funds holding EXLS
VCM
VPM
GCM
