Lido Advisors
EXLS icon

Lido Advisors’s EXL Service EXLS Stock Holding History

Lido 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
2023
Q1 		– Sell
-11,560
Closed -$392K – 1181
2022
Q4 		$392K Buy
11,560
+1,065
+10% +$37K ﹤0.01% 698
2022
Q3 		$309K Sell
10,495
-530
-5% -$17.3K ﹤0.01% 739
2022
Q2 		$324K Sell
11,025
-5,525
-33% -$156K ﹤0.01% 711
2022
Q1 		$474K Buy
16,550
+2,530
+18% +$64.4K 0.01% 620
2021
Q4 		$405K Buy
14,020
+4,830
+53% +$127K ﹤0.01% 689
2021
Q3 		$226K Buy
+9,190
New +$214K ﹤0.01% 864

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's EXLS Position: Q1 2023 in Review

Lido Advisors sold out of EXL Service (EXLS) in Q1 2023, closing a stake of 11,560 shares — an estimated $392K sold.

Lido Advisors first reported a position in EXLS in Q3 2021 and held it in 6 quarters. The position peaked at $474K in Q1 2022. 343 funds tracked by Wall St. Rank hold EXLS as of Q1 2023.

  • Lido Advisors reported no remaining EXL Service position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 11,560 EXL Service shares in Q1 2023, an estimated $392K.
  • Lido Advisors first reported a position in EXL Service in Q3 2021 and held it in 6 quarters.
  • Lido Advisors's EXL Service position peaked at $474K in Q1 2022.
  • 343 funds tracked by Wall St. Rank held EXL Service as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.