BCI
EXLS icon

Brinker Capital Investments’s EXL Service EXLS Stock Holding History

Brinker Capital 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
2025
Q3 		– Sell
-12,872
Closed -$564K – 2059
2025
Q2 		$564K Sell
12,872
-25,392
-66% -$1.16M ﹤0.01% 1454
2025
Q1 		$1.81M Buy
38,264
+9,061
+31% +$436K 0.02% 765
2024
Q4 		$1.3M Buy
29,203
+4,052
+16% +$175K 0.01% 908
2024
Q3 		$960K Sell
25,151
-1,615
-6% -$56.4K 0.01% 1060
2024
Q2 		$839K Buy
26,766
+16
+0.1% +$480 0.01% 1059
2024
Q1 		$851K Buy
26,750
+10,101
+61% +$314K 0.01% 1053
2023
Q4 		$502K Buy
16,649
+1,203
+8% +$34.1K 0.01% 1208
2023
Q3 		$433K Buy
15,446
+6,276
+68% +$184K 0.01% 1255
2023
Q2 		$277K Sell
9,170
-200
-2% -$6.31K ﹤0.01% 1430
2023
Q1 		$303K Sell
9,370
-255
-3% -$8.45K ﹤0.01% 1346
2022
Q4 		$326K Sell
9,625
-110
-1% -$3.82K 0.01% 1116
2022
Q3 		$287K Buy
9,735
+165
+2% +$5.38K 0.01% 1135
2022
Q2 		$282K Sell
9,570
-575
-6% -$16.3K 0.01% 1194
2022
Q1 		$291K Sell
10,145
-670
-6% -$17K ﹤0.01% 1231
2021
Q4 		$313K Buy
10,815
+400
+4% +$10.5K ﹤0.01% 1234
2021
Q3 		$221K Hold
10,415
– – ﹤0.01% 1230
2021
Q2 		$221K Buy
+10,415
New +$207K ﹤0.01% 1282
2021
Q1 		– Sell
-18,080
Closed -$308K – 1200
2020
Q4 		$308K Buy
+18,080
New +$287K ﹤0.01% 925

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JP Morgan Chase
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GCM
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State Street
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Geode Capital Management
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return