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LGT Financial Advisors’s EXL Service EXLS Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-385
Closed -$17.1K – 447
2024
Q4 		$17.1K Hold
385
– – 0.04% 339
2024
Q3 		$14.7K Hold
385
– – 0.04% 345
2024
Q2 		$12.1K Hold
385
– – 0.03% 425
2024
Q1 		$12.2K Hold
385
– – 0.01% 464
2023
Q4 		$11.9K Hold
385
– – 0.01% 452
2023
Q3 		$10.8K Buy
+385
New +$11.3K 0.01% 465

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

LGT Financial Advisors's EXLS Position: Q1 2025 in Review

LGT Financial Advisors sold out of EXL Service (EXLS) in Q1 2025, closing a stake of 385 shares — an estimated $17.1K sold.

LGT Financial Advisors first reported a position in EXLS in Q3 2023 and held it in 6 quarters. The position peaked at $17.1K in Q4 2024. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

  • LGT Financial Advisors reported no remaining EXL Service position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 385 EXL Service shares in Q1 2025, an estimated $17.1K.
  • LGT Financial Advisors first reported a position in EXL Service in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's EXL Service position peaked at $17.1K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.