Burney Company’s EXL Service EXLS Stock Holding History

Burney Company’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
2023 Q3	–	Sell	-49,945	Closed	-$1.51M	–	578
2023 Q2	$1.51M	Buy	+49,945	New	+$1.58M	0.07%	266

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Burney Company's EXLS Position: Q3 2023 in Review

Burney Company sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 49,945 shares — an estimated $1.51M sold.

Burney Company first reported a position in EXLS in Q2 2023 and held it in 1 quarter. The position peaked at $1.51M in Q2 2023. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

Burney Company reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
Burney Company sold 49,945 EXL Service shares in Q3 2023, an estimated $1.51M.
Burney Company first reported a position in EXL Service in Q2 2023 and held it in 1 quarter.
Burney Company's EXL Service position peaked at $1.51M in Q2 2023.
328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Burney Company's 13F filing for Q3 2023, filed 8 Nov 2023.