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Mount Yale Investment Advisors’s EXL Service EXLS Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-167
Closed -$7.31K – 979
2025
Q2 		$7.31K Buy
+167
New +$7.63K ﹤0.01% 1182
2018
Q4 		– Sell
-5,020
Closed -$59K – 466
2018
Q3 		$59K Sell
5,020
-270
-5% -$3.34K 0.01% 572
2018
Q2 		$60K Buy
5,290
+725
+16% +$8.27K 0.01% 597
2018
Q1 		$51K Buy
+4,565
New +$54.5K 0.01% 614

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mount Yale Investment Advisors's EXLS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of EXL Service (EXLS) in Q3 2025, closing a stake of 167 shares — an estimated $7.31K sold.

Mount Yale Investment Advisors first reported a position in EXLS in Q1 2018 and held it in 4 quarters. The position peaked at $60K in Q2 2018. 465 funds tracked by Wall St. Rank hold EXLS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining EXL Service position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 167 EXL Service shares in Q3 2025, an estimated $7.31K.
  • Mount Yale Investment Advisors first reported a position in EXL Service in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's EXL Service position peaked at $60K in Q2 2018.
  • 465 funds tracked by Wall St. Rank held EXL Service as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.