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Kaizen Financial Strategies’s EXL Service EXLS Stock Holding History

Kaizen Financial Strategies’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
2021
Q1 		– Sell
-12,500
Closed -$213K – 142
2020
Q4 		$213K Buy
+12,500
New +$198K 0.24% 107

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Kaizen Financial Strategies's EXLS Position: Q1 2021 in Review

Kaizen Financial Strategies sold out of EXL Service (EXLS) in Q1 2021, closing a stake of 12,500 shares — an estimated $213K sold.

Kaizen Financial Strategies first reported a position in EXLS in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 224 funds tracked by Wall St. Rank hold EXLS as of Q1 2021.

  • Kaizen Financial Strategies reported no remaining EXL Service position as of Q1 2021 after selling out during the quarter.
  • Kaizen Financial Strategies sold 12,500 EXL Service shares in Q1 2021, an estimated $213K.
  • Kaizen Financial Strategies first reported a position in EXL Service in Q4 2020 and held it in 1 quarter.
  • Kaizen Financial Strategies's EXL Service position peaked at $213K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held EXL Service as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.