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Harvest Investment Services’s EXL Service EXLS Stock Holding History

Harvest Investment Services’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
Q1 		– Sell
-23,560
Closed -$798K – 139
2022
Q4 		$798K Buy
+23,560
New +$819K 0.85% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Investment Services's EXLS Position: Q1 2023 in Review

Harvest Investment Services sold out of EXL Service (EXLS) in Q1 2023, closing a stake of 23,560 shares — an estimated $798K sold.

Harvest Investment Services first reported a position in EXLS in Q4 2022 and held it in 1 quarter. The position peaked at $798K in Q4 2022. 343 funds tracked by Wall St. Rank hold EXLS as of Q1 2023.

  • Harvest Investment Services reported no remaining EXL Service position as of Q1 2023 after selling out during the quarter.
  • Harvest Investment Services sold 23,560 EXL Service shares in Q1 2023, an estimated $798K.
  • Harvest Investment Services first reported a position in EXL Service in Q4 2022 and held it in 1 quarter.
  • Harvest Investment Services's EXL Service position peaked at $798K in Q4 2022.
  • 343 funds tracked by Wall St. Rank held EXL Service as of Q1 2023.

Based on Harvest Investment Services's 13F filing for Q1 2023, filed 15 May 2023.