InceptionR’s EXL Service EXLS Stock Holding History

InceptionR’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 Q3	–	Sell	-27,137	Closed	-$851K	–	706
2024 Q2	$851K	Buy	+27,137	New	+$815K	0.24%	139
2023 Q3	–	Sell	-12,380	Closed	-$374K	–	450
2023 Q2	$374K	Buy	+12,380	New	+$390K	0.2%	216

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

InceptionR's EXLS Position: Q3 2024 in Review

InceptionR sold out of EXL Service (EXLS) in Q3 2024, closing a stake of 27,137 shares — an estimated $851K sold.

InceptionR first reported a position in EXLS in Q2 2023 and held it in 2 quarters. The position peaked at $851K in Q2 2024. 362 funds tracked by Wall St. Rank hold EXLS as of Q3 2024.

InceptionR reported no remaining EXL Service position as of Q3 2024 after selling out during the quarter.
InceptionR sold 27,137 EXL Service shares in Q3 2024, an estimated $851K.
InceptionR first reported a position in EXL Service in Q2 2023 and held it in 2 quarters.
InceptionR's EXL Service position peaked at $851K in Q2 2024.
362 funds tracked by Wall St. Rank held EXL Service as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.