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Chase Investment Counsel’s EXL Service EXLS Stock Holding History

Chase Investment Counsel’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
-12,309
Closed -$539K – 140
2025
Q2 		$539K Hold
12,309
– – 0.17% 88
2025
Q1 		$581K Hold
12,309
– – 0.21% 81
2024
Q4 		$546K Buy
+12,309
New +$532K 0.18% 84
2023
Q2 		– Sell
-67,940
Closed -$2.2M – 106
2023
Q1 		$2.2M Sell
67,940
-450
-0.7% -$14.9K 1.22% 33
2022
Q4 		$2.32M Sell
68,390
-515
-0.7% -$17.9K 1.42% 32
2022
Q3 		$2.03M Sell
68,905
-615
-0.9% -$20.1K 1.28% 32
2022
Q2 		$2.05M Sell
69,520
-2,310
-3% -$65.3K 1.1% 39
2022
Q1 		$2.06M Buy
+71,830
New +$1.83M 0.9% 46

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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 $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Chase Investment Counsel's EXLS Position: Q3 2025 in Review

Chase Investment Counsel sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 12,309 shares — an estimated $539K sold.

Chase Investment Counsel first reported a position in EXLS in Q1 2022 and held it in 8 quarters. The position peaked at $2.32M in Q4 2022. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Chase Investment Counsel reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 12,309 EXL Service shares in Q3 2025, an estimated $539K.
  • Chase Investment Counsel first reported a position in EXL Service in Q1 2022 and held it in 8 quarters.
  • Chase Investment Counsel's EXL Service position peaked at $2.32M in Q4 2022.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.