EI
EXLS icon

Ethic Inc’s EXL Service EXLS Stock Holding History

Ethic Inc’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
2026
Q1 		$257K Buy
8,441
+1,939
+30% +$66.9K ﹤0.01% 1079
2025
Q4 		$276K Buy
6,502
+903
+16% +$36.9K ﹤0.01% 1029
2025
Q3 		$247K Sell
5,599
-4,980
-47% -$216K ﹤0.01% 1040
2025
Q2 		$464K Buy
10,579
+1,539
+17% +$70.3K 0.01% 839
2025
Q1 		$432K Buy
9,040
+3,272
+57% +$157K 0.01% 840
2024
Q4 		$256K Buy
+5,768
New +$249K 0.01% 981
2023
Q3 		– Sell
-7,925
Closed -$239K – 1031
2023
Q2 		$239K Buy
7,925
+785
+11% +$24.8K 0.01% 862
2023
Q1 		$231K Sell
7,140
-1,265
-15% -$41.9K 0.01% 860
2022
Q4 		$285K Buy
8,405
+1,450
+21% +$50.4K 0.02% 733
2022
Q3 		$205K Buy
+6,955
New +$227K 0.01% 739

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return