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Claris Advisors’s EXL Service EXLS Stock Holding History

Claris Advisors’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
Q4 		– Sell
-10
Closed -$382 – 418
2024
Q3 		$382 Buy
+10
New +$349 ﹤0.01% 754

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Claris Advisors's EXLS Position: Q4 2024 in Review

Claris Advisors sold out of EXL Service (EXLS) in Q4 2024, closing a stake of 10 shares — an estimated $382 sold.

Claris Advisors first reported a position in EXLS in Q3 2024 and held it in 1 quarter. The position peaked at $382 in Q3 2024. 415 funds tracked by Wall St. Rank hold EXLS as of Q4 2024.

  • Claris Advisors reported no remaining EXL Service position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 10 EXL Service shares in Q4 2024, an estimated $382.
  • Claris Advisors first reported a position in EXL Service in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's EXL Service position peaked at $382 in Q3 2024.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.