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Creekmur Asset Management’s EXL Service EXLS Stock Holding History

Creekmur 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
2024
Q4 		– Sell
-134
Closed -$5.11K – 969
2024
Q3 		$5.11K Sell
134
-153
-53% -$5.34K ﹤0.01% 530
2024
Q2 		$9K Buy
+287
New +$8.62K ﹤0.01% 512

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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

Creekmur Asset Management's EXLS Position: Q4 2024 in Review

Creekmur Asset Management sold out of EXL Service (EXLS) in Q4 2024, closing a stake of 134 shares — an estimated $5.11K sold.

Creekmur Asset Management first reported a position in EXLS in Q2 2024 and held it in 2 quarters. The position peaked at $9K in Q2 2024. 415 funds tracked by Wall St. Rank hold EXLS as of Q4 2024.

  • Creekmur Asset Management reported no remaining EXL Service position as of Q4 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 134 EXL Service shares in Q4 2024, an estimated $5.11K.
  • Creekmur Asset Management first reported a position in EXL Service in Q2 2024 and held it in 2 quarters.
  • Creekmur Asset Management's EXL Service position peaked at $9K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.