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LS Investment Advisors’s EXL Service EXLS Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-10,255
Closed -$130K – 1008
2020
Q2 		$130K Buy
10,255
+385
+4% +$4.54K 0.01% 897
2020
Q1 		$103K Hold
9,870
– – 0.01% 886
2019
Q4 		$137K Buy
9,870
+4,880
+98% +$66.8K 0.01% 994
2019
Q3 		$67K Hold
4,990
– – ﹤0.01% 1207
2019
Q2 		$66K Hold
4,990
– – ﹤0.01% 1222
2019
Q1 		$60K Hold
4,990
– – ﹤0.01% 1250
2018
Q4 		$53K Sell
4,990
-5,405
-52% -$62.8K ﹤0.01% 1255
2018
Q3 		$138K Sell
10,395
-1,895
-15% -$23.5K 0.01% 1013
2018
Q2 		$139K Buy
12,290
+220
+2% +$2.51K 0.01% 1029
2018
Q1 		$135K Hold
12,070
– – 0.01% 1018
2017
Q4 		$146K Buy
12,070
+6,340
+111% +$77.4K 0.01% 1034
2017
Q3 		$67K Sell
5,730
-305
-5% -$3.42K ﹤0.01% 1265
2017
Q2 		$67K Hold
6,035
– – ﹤0.01% 1263
2017
Q1 		$57K Hold
6,035
– – ﹤0.01% 1292
2016
Q4 		$61K Hold
6,035
– – ﹤0.01% 1197
2016
Q3 		$60K Buy
6,035
+185
+3% +$1.88K ﹤0.01% 1160
2016
Q2 		$61K Buy
5,850
+110
+2% +$1.11K ﹤0.01% 1136
2016
Q1 		$59K Buy
5,740
+250
+5% +$2.3K ﹤0.01% 1101
2015
Q4 		$49K Buy
5,490
+215
+4% +$1.88K ﹤0.01% 1159
2015
Q3 		$39K Hold
5,275
– – ﹤0.01% 1246
2015
Q2 		$36K Buy
+5,275
New +$36.7K ﹤0.01% 1319

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

LS Investment Advisors's EXLS Position: Q3 2020 in Review

LS Investment Advisors sold out of EXL Service (EXLS) in Q3 2020, closing a stake of 10,255 shares — an estimated $130K sold.

LS Investment Advisors first reported a position in EXLS in Q2 2015 and held it in 21 quarters. The position peaked at $146K in Q4 2017. 217 funds tracked by Wall St. Rank hold EXLS as of Q3 2020.

  • LS Investment Advisors reported no remaining EXL Service position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 10,255 EXL Service shares in Q3 2020, an estimated $130K.
  • LS Investment Advisors first reported a position in EXL Service in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's EXL Service position peaked at $146K in Q4 2017.
  • 217 funds tracked by Wall St. Rank held EXL Service as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.