LCH
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Lee Capital Holdings’s EXL Service EXLS Stock Holding History

Lee Capital Holdings’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
2020
Q4 		– Sell
-264,515
Closed -$3.49M – 88
2020
Q3 		$3.49M Buy
+264,515
New +$3.39M 2.04% 17

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lee Capital Holdings's EXLS Position: Q4 2020 in Review

Lee Capital Holdings sold out of EXL Service (EXLS) in Q4 2020, closing a stake of 264,515 shares — an estimated $3.49M sold.

Lee Capital Holdings first reported a position in EXLS in Q3 2020 and held it in 1 quarter. The position peaked at $3.49M in Q3 2020. 220 funds tracked by Wall St. Rank hold EXLS as of Q4 2020.

  • Lee Capital Holdings reported no remaining EXL Service position as of Q4 2020 after selling out during the quarter.
  • Lee Capital Holdings sold 264,515 EXL Service shares in Q4 2020, an estimated $3.49M.
  • Lee Capital Holdings first reported a position in EXL Service in Q3 2020 and held it in 1 quarter.
  • Lee Capital Holdings's EXL Service position peaked at $3.49M in Q3 2020.
  • 220 funds tracked by Wall St. Rank held EXL Service as of Q4 2020.

Based on Lee Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.