LI
EXLS icon

Leeward Investments’s EXL Service EXLS Stock Holding History

Leeward Investments’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
2026
Q1 		$9M Sell
295,609
-6,800
-2% -$235K 0.44% 98
2025
Q4 		$12.8M Sell
302,409
-2,813
-0.9% -$115K 0.65% 60
2025
Q3 		$13.4M Sell
305,222
-6,862
-2% -$297K 0.69% 54
2025
Q2 		$13.7M Sell
312,084
-11,250
-3% -$514K 0.73% 52
2025
Q1 		$15.3M Sell
323,334
-15,123
-4% -$728K 0.81% 43
2024
Q4 		$15M Sell
338,457
-25,145
-7% -$1.09M 0.75% 49
2024
Q3 		$13.9M Sell
363,602
-1,297
-0.4% -$45.3K 0.64% 60
2024
Q2 		$11.4M Buy
364,899
+19,469
+6% +$584K 0.53% 93
2024
Q1 		$11M Sell
345,430
-15,190
-4% -$473K 0.49% 104
2023
Q4 		$11.1M Sell
360,620
-2,838
-0.8% -$80.3K 0.52% 96
2023
Q3 		$10.2M Sell
363,458
-124,187
-25% -$3.63M 0.52% 98
2023
Q2 		$14.7M Sell
487,645
-13,010
-3% -$410K 0.69% 57
2023
Q1 		$16.2M Sell
500,655
-24,920
-5% -$826K 0.74% 49
2022
Q4 		$17.8M Sell
525,575
-2,980
-0.6% -$104K 0.79% 47
2022
Q3 		$15.6M Sell
528,555
-10,680
-2% -$349K 0.74% 51
2022
Q2 		$15.9M Sell
539,235
-15,490
-3% -$438K 0.73% 54
2022
Q1 		$15.9M Buy
+554,725
New +$14.1M 0.63% 65

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return