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Procyon Advisors’s EXL Service EXLS Stock Holding History

Procyon 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
-470
Closed -$6K – 460
2020
Q2 		$6K Hold
470
– – ﹤0.01% 754
2020
Q1 		$5K Sell
470
-125
-21% -$1.7K ﹤0.01% 713
2019
Q4 		$8K Buy
+595
New +$8.14K ﹤0.01% 701

Other funds holding EXLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Procyon Advisors's EXLS Position: Q3 2020 in Review

Procyon Advisors sold out of EXL Service (EXLS) in Q3 2020, closing a stake of 470 shares — an estimated $6K sold.

Procyon Advisors first reported a position in EXLS in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 217 funds tracked by Wall St. Rank hold EXLS as of Q3 2020.

  • Procyon Advisors reported no remaining EXL Service position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 470 EXL Service shares in Q3 2020, an estimated $6K.
  • Procyon Advisors first reported a position in EXL Service in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's EXL Service position peaked at $8K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held EXL Service as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.