Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GRP
Global Retirement Partners’s
EXL Service
EXLS
Stock Holding History
Global Retirement Partners’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
2025
Q4
$356K
Buy
8,386
+7,150
+578%
+$292K
0.01%
1144
2025
Q3
$54.4K
Sell
1,236
-173
-12%
-$7.49K
﹤0.01%
1843
2025
Q2
$61.7K
Buy
+1,409
New
+$64.4K
﹤0.01%
1656
2024
Q4
$74.4K
Sell
1,677
-173
-9%
-$7.48K
﹤0.01%
1420
2024
Q3
$70.6K
Sell
1,850
-111
-6%
-$3.88K
﹤0.01%
1393
2024
Q2
$61.5K
Sell
1,961
-121
-6%
-$3.63K
﹤0.01%
1429
2024
Q1
$66.2K
Sell
2,082
-136
-6%
-$4.23K
﹤0.01%
1270
2023
Q4
$68.1K
Sell
2,218
-1,099
-33%
-$31.1K
﹤0.01%
1219
2023
Q3
$91.8K
Buy
3,317
+1,262
+61%
+$36.9K
﹤0.01%
972
2023
Q2
$62.1K
Sell
2,055
-10
-0.5%
-$315
﹤0.01%
1167
2023
Q1
$71.1K
Buy
2,065
+745
+56%
+$24.7K
﹤0.01%
1071
2022
Q4
$44.7K
Buy
1,320
+25
+2%
+$869
﹤0.01%
1137
2022
Q3
$47K
Sell
1,295
-305
-19%
-$9.95K
﹤0.01%
1035
2022
Q2
$47K
Buy
1,600
+10
+0.6%
+$283
﹤0.01%
1017
2022
Q1
$41K
Buy
+1,590
New
+$40.5K
﹤0.01%
1075
2021
Q4
–
Sell
-180
Closed
-$4K
–
711
2021
Q3
$4K
Buy
+180
New
+$4.2K
﹤0.01%
1672
2018
Q3
–
Sell
-55
Closed
-$1K
–
1546
2018
Q2
$1K
Hold
55
–
–
﹤0.01%
1459
2018
Q1
$1K
Hold
55
–
–
﹤0.01%
1414
2017
Q4
$1K
Buy
+55
New
+$672
﹤0.01%
1378
Other funds holding EXLS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close