DI
EXLS icon

Disciplined Investments’s EXL Service EXLS Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-30
Closed -$906 – 577
2023
Q2 		$906 Sell
30
-5
-14% -$158 ﹤0.01% 1012
2023
Q1 		$1.13K Hold
35
– – ﹤0.01% 905
2022
Q4 		$1.19K Sell
35
-10
-22% -$347 ﹤0.01% 827
2022
Q3 		$1K Hold
45
– – ﹤0.01% 884
2022
Q2 		$1K Buy
45
+10
+29% +$283 ﹤0.01% 900
2022
Q1 		$1K Buy
+35
New +$890 ﹤0.01% 959

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's EXLS Position: Q3 2023 in Review

Disciplined Investments sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 30 shares — an estimated $906 sold.

Disciplined Investments first reported a position in EXLS in Q1 2022 and held it in 6 quarters. The position peaked at $1.19K in Q4 2022. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • Disciplined Investments reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 30 EXL Service shares in Q3 2023, an estimated $906.
  • Disciplined Investments first reported a position in EXL Service in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's EXL Service position peaked at $1.19K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.