Cantor Fitzgerald’s EXL Service EXLS Stock Holding History

Cantor Fitzgerald’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 Q4	–	Sell	-341,441	Closed	-$9.57M	–	358
2023 Q3	$9.57M	Buy	341,441 +12,316	+4%	+$360K	0.26%	134
2023 Q2	$9.94M	Buy	329,125 +6,100	+2%	+$192K	0.23%	149
2023 Q1	$10.5M	Buy	323,025 +9,740	+3%	+$323K	0.22%	164
2022 Q4	$10.6M	Buy	313,285 +299,390	+2,155%	+$10.4M	0.23%	154
2022 Q3	$410K	Sell	13,895 -4,230	-23%	-$138K	0.01%	525
2022 Q2	$534K	Buy	+18,125	New	+$512K	0.01%	544

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCM

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Cantor Fitzgerald's EXLS Position: Q4 2023 in Review

Cantor Fitzgerald sold out of EXL Service (EXLS) in Q4 2023, closing a stake of 341,441 shares — an estimated $9.57M sold.

Cantor Fitzgerald first reported a position in EXLS in Q2 2022 and held it in 6 quarters. The position peaked at $10.6M in Q4 2022. 337 funds tracked by Wall St. Rank hold EXLS as of Q4 2023.

Cantor Fitzgerald reported no remaining EXL Service position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 341,441 EXL Service shares in Q4 2023, an estimated $9.57M.
Cantor Fitzgerald first reported a position in EXL Service in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's EXL Service position peaked at $10.6M in Q4 2022.
337 funds tracked by Wall St. Rank held EXL Service as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.