LM Advisors’s EXL Service EXLS Stock Holding History

LM 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
2024 Q1	–	Sell	-171	Closed	-$5.29K	–	377
2023 Q4	$5.29K	Buy	+171	New	+$4.84K	﹤0.01%	591

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

LM Advisors's EXLS Position: Q1 2024 in Review

LM Advisors sold out of EXL Service (EXLS) in Q1 2024, closing a stake of 171 shares — an estimated $5.29K sold.

LM Advisors first reported a position in EXLS in Q4 2023 and held it in 1 quarter. The position peaked at $5.29K in Q4 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

LM Advisors reported no remaining EXL Service position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 171 EXL Service shares in Q1 2024, an estimated $5.29K.
LM Advisors first reported a position in EXL Service in Q4 2023 and held it in 1 quarter.
LM Advisors's EXL Service position peaked at $5.29K in Q4 2023.
337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.