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Kapitalo Investimentos’s EXL Service EXLS Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-7,160
Closed -$43.3K – 590
2023
Q2 		$43.3K Buy
7,160
+3,700
+107% +$117K 0.01% 412
2023
Q1 		$22.4K Buy
+3,460
New +$115K 0.01% 408

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's EXLS Position: Q3 2023 in Review

Kapitalo Investimentos sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 7,160 shares — an estimated $43.3K sold.

Kapitalo Investimentos first reported a position in EXLS in Q1 2023 and held it in 2 quarters. The position peaked at $43.3K in Q2 2023. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • Kapitalo Investimentos reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 7,160 EXL Service shares in Q3 2023, an estimated $43.3K.
  • Kapitalo Investimentos first reported a position in EXL Service in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's EXL Service position peaked at $43.3K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.