O'Neil Global Advisors’s EXL Service EXLS Stock Holding History

O'Neil Global 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	-6,870	Closed	-$233K	–	72
2022 Q4	$233K	Buy	+6,870	New	+$239K	1.08%	34
2022 Q3	–	Sell	-7,250	Closed	-$214K	–	40
2022 Q2	$214K	Buy	+7,250	New	+$205K	0.91%	29

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

O'Neil Global Advisors's EXLS Position: Q1 2023 in Review

O'Neil Global Advisors sold out of EXL Service (EXLS) in Q1 2023, closing a stake of 6,870 shares — an estimated $233K sold.

O'Neil Global Advisors first reported a position in EXLS in Q2 2022 and held it in 2 quarters. The position peaked at $233K in Q4 2022. 343 funds tracked by Wall St. Rank hold EXLS as of Q1 2023.

O'Neil Global Advisors reported no remaining EXL Service position as of Q1 2023 after selling out during the quarter.
O'Neil Global Advisors sold 6,870 EXL Service shares in Q1 2023, an estimated $233K.
O'Neil Global Advisors first reported a position in EXL Service in Q2 2022 and held it in 2 quarters.
O'Neil Global Advisors's EXL Service position peaked at $233K in Q4 2022.
343 funds tracked by Wall St. Rank held EXL Service as of Q1 2023.

Based on O'Neil Global Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.