Chartwell Investment Partners’s EXL Service EXLS Stock Holding History

Chartwell Investment Partners’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
2024 Q3	$1.2M	Buy	31,353 +254	+0.8%	+$8.87K	0.04%	348
2024 Q2	$975K	Sell	31,099 -5,056	-14%	-$152K	0.03%	349
2024 Q1	$1.15M	Buy	36,155 +856	+2%	+$26.6K	0.04%	354
2023 Q4	$1.09M	Sell	35,299 -14,456	-29%	-$409K	0.04%	350
2023 Q3	$1.4M	Hold	49,755	–	–	0.05%	312
2023 Q2	$1.5M	Buy	49,755 +2,405	+5%	+$75.9K	0.05%	311
2023 Q1	$1.53M	Buy	47,350 +1,580	+3%	+$52.4K	0.06%	307
2022 Q4	$1.55M	Buy	45,770 +8,235	+22%	+$286K	0.06%	299
2022 Q3	$1.11M	Buy	37,535 +1,320	+4%	+$43.1K	0.05%	337
2022 Q2	$1.07M	Buy	+36,215	New	+$1.02M	0.04%	349
2014 Q2	–	Sell	-3,465,575	Closed	-$21.4M	–	346
2014 Q1	$21.4M	Sell	3,465,575 -16,000	-0.5%	-$88.6K	0.44%	82
2013 Q4	$19.2M	Buy	+3,481,575	New	+$19.1M	0.39%	90

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Chartwell Investment Partners's EXLS Position: Q3 2024 in Review

Chartwell Investment Partners increased its EXL Service (EXLS) stake by 0.82% in Q3 2024, buying an estimated $8.87K and bringing the position to 31,353 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #348.

Chartwell Investment Partners first reported a position in EXLS in Q4 2013 and has held it in 12 quarters since. The position peaked at $21.4M in Q1 2014. 362 funds tracked by Wall St. Rank hold EXLS as of Q3 2024.

Chartwell Investment Partners held 31,353 shares of EXL Service worth $1.2M as of Q3 2024.
Chartwell Investment Partners bought 254 EXL Service shares in Q3 2024, an estimated $8.87K.
EXL Service made up 0.04% of Chartwell Investment Partners's portfolio in Q3 2024, its #348 holding.
Chartwell Investment Partners first reported a position in EXL Service in Q4 2013 and has held it in 12 quarters since.
Chartwell Investment Partners's EXL Service position peaked at $21.4M in Q1 2014.
362 funds tracked by Wall St. Rank held EXL Service as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.