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Jackson Creek Investment Advisors’s EXL Service EXLS Stock Holding History

Jackson Creek Investment Advisors’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
Q1 		– Sell
-30,123
Closed -$929K – 323
2023
Q4 		$929K Sell
30,123
-37
-0.1% -$1.05K 0.36% 153
2023
Q3 		$846K Buy
30,160
+3,985
+15% +$117K 0.36% 145
2023
Q2 		$791K Buy
26,175
+1,500
+6% +$47.3K 0.32% 171
2023
Q1 		$799K Sell
24,675
-5
-0% -$166 0.34% 165
2022
Q4 		$836K Sell
24,680
-9,030
-27% -$314K 0.37% 143
2022
Q3 		$994K Sell
33,710
-1,530
-4% -$49.9K 0.47% 38
2022
Q2 		$1.19M Sell
35,240
-24,975
-41% -$706K 0.48% 22
2022
Q1 		$1.73M Buy
60,215
+2,975
+5% +$75.7K 0.63% 9
2021
Q4 		$1.66M Sell
57,240
-3,995
-7% -$105K 0.59% 11
2021
Q3 		$1.51M Buy
61,235
+485
+0.8% +$11.3K 0.56% 16
2021
Q2 		$1.29M Sell
60,750
-6,645
-10% -$132K 0.48% 36
2021
Q1 		$1.22M Buy
+67,395
New +$1.15M 0.42% 81

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

Jackson Creek Investment Advisors's EXLS Position: Q1 2024 in Review

Jackson Creek Investment Advisors sold out of EXL Service (EXLS) in Q1 2024, closing a stake of 30,123 shares — an estimated $929K sold.

Jackson Creek Investment Advisors first reported a position in EXLS in Q1 2021 and held it in 12 quarters. The position peaked at $1.73M in Q1 2022. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

  • Jackson Creek Investment Advisors reported no remaining EXL Service position as of Q1 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 30,123 EXL Service shares in Q1 2024, an estimated $929K.
  • Jackson Creek Investment Advisors first reported a position in EXL Service in Q1 2021 and held it in 12 quarters.
  • Jackson Creek Investment Advisors's EXL Service position peaked at $1.73M in Q1 2022.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.