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Connectus Wealth’s EXL Service EXLS Stock Holding History

Connectus Wealth’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
Q1 		$555K Sell
17,445
-61,941
-78% -$1.93M 0.02% 283
2023
Q4 		$2.45M Buy
79,386
+16,147
+26% +$457K 0.05% 235
2023
Q3 		$1.77M Buy
+63,239
New +$1.85M 0.04% 270

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Connectus Wealth's EXLS Position: Q1 2024 in Review

Connectus Wealth reduced its EXL Service (EXLS) stake by 78% in Q1 2024, selling an estimated $1.93M and leaving 17,445 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #283.

Connectus Wealth first reported a position in EXLS in Q3 2023 and has held it in 3 quarters since. The position peaked at $2.45M in Q4 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

  • Connectus Wealth held 17,445 shares of EXL Service worth $555K as of Q1 2024.
  • Connectus Wealth sold 61,941 EXL Service shares in Q1 2024, an estimated $1.93M.
  • EXL Service made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #283 holding.
  • Connectus Wealth first reported a position in EXL Service in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's EXL Service position peaked at $2.45M in Q4 2023.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.