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Clear Harbor Asset Management’s EXL Service EXLS Stock Holding History

Clear Harbor Asset Management’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
2020
Q4 		– Sell
-300
Closed -$3.96K – 455
2020
Q3 		$3.96K Buy
+300
New +$3.85K ﹤0.01% 692
2020
Q1 		– Sell
-300
Closed -$4.17K – 407
2019
Q4 		$4.17K Buy
+300
New +$4.1K ﹤0.01% 686

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Clear Harbor Asset Management's EXLS Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of EXL Service (EXLS) in Q4 2020, closing a stake of 300 shares — an estimated $3.96K sold.

Clear Harbor Asset Management first reported a position in EXLS in Q4 2019 and held it in 2 quarters. The position peaked at $4.17K in Q4 2019. 220 funds tracked by Wall St. Rank hold EXLS as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining EXL Service position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 300 EXL Service shares in Q4 2020, an estimated $3.96K.
  • Clear Harbor Asset Management first reported a position in EXL Service in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's EXL Service position peaked at $4.17K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held EXL Service as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.