JIR
EXEL icon

James Investment Research’s Exelixis EXEL Stock Holding History

James Investment Research’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-60,225
Closed -$1.19M – 847
2018
Q4 		$1.19M Buy
60,225
+54,050
+875% +$964K 0.07% 235
2018
Q3 		$109K Hold
6,175
– – ﹤0.01% 613
2018
Q2 		$133K Hold
6,175
– – 0.01% 601
2018
Q1 		$137K Sell
6,175
-68,480
-92% -$1.89M 0.01% 588
2017
Q4 		$2.27M Buy
74,655
+13,155
+21% +$350K 0.08% 233
2017
Q3 		$1.49M Buy
+61,500
New +$1.64M 0.05% 411

Other funds holding EXEL

BlackRock
BlackRock New York $5.7T 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return