Sageworth Trust Company of South Dakota’s EXL Service EXLS Stock Holding History

Sageworth Trust Company of South Dakota’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 Q2	–	Sell	-35	Closed	-$1.13K	–	93
2023 Q1	$1.13K	Hold	35	–	–	﹤0.01%	213
2022 Q4	$1K	Hold	35	–	–	﹤0.01%	229
2022 Q3	$1K	Sell	35 -75	-68%	-$2.45K	﹤0.01%	216
2022 Q2	$3K	Sell	110 -80	-42%	-$2.26K	0.01%	296
2022 Q1	$5K	Sell	190 -250	-57%	-$6.36K	0.01%	287
2021 Q4	$13K	Buy	+440	New	+$11.6K	0.02%	311

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sageworth Trust Company of South Dakota's EXLS Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of EXL Service (EXLS) in Q2 2023, closing a stake of 35 shares — an estimated $1.13K sold.

Sageworth Trust Company of South Dakota first reported a position in EXLS in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 333 funds tracked by Wall St. Rank hold EXLS as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining EXL Service position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 35 EXL Service shares in Q2 2023, an estimated $1.13K.
Sageworth Trust Company of South Dakota first reported a position in EXL Service in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's EXL Service position peaked at $13K in Q4 2021.
333 funds tracked by Wall St. Rank held EXL Service as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.