Operose Advisors’s EXL Service EXLS Stock Holding History

Operose 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 Q4	–	Sell	-1,371	Closed	-$38.4K	–	646
2023 Q3	$38.4K	Buy	+1,371	New	+$40.1K	0.02%	358

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Operose Advisors's EXLS Position: Q4 2023 in Review

Operose Advisors sold out of EXL Service (EXLS) in Q4 2023, closing a stake of 1,371 shares — an estimated $38.4K sold.

Operose Advisors first reported a position in EXLS in Q3 2023 and held it in 1 quarter. The position peaked at $38.4K in Q3 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q4 2023.

Operose Advisors reported no remaining EXL Service position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 1,371 EXL Service shares in Q4 2023, an estimated $38.4K.
Operose Advisors first reported a position in EXL Service in Q3 2023 and held it in 1 quarter.
Operose Advisors's EXL Service position peaked at $38.4K in Q3 2023.
337 funds tracked by Wall St. Rank held EXL Service as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.