SCM
EXLS icon

SG Capital Management’s EXL Service EXLS Stock Holding History

SG Capital Management’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
2024
Q4 		– Sell
-9,500
Closed -$362K – 66
2024
Q3 		$362K Sell
9,500
-387,282
-98% -$13.5M 0.05% 56
2024
Q2 		$12.4M Buy
+396,782
New +$11.9M 1.95% 16
2024
Q1 		– Sell
-152,381
Closed -$4.7M – 59
2023
Q4 		$4.7M Buy
+152,381
New +$4.31M 1.4% 24
2023
Q2 		– Sell
-198,570
Closed -$6.43M – 60
2023
Q1 		$6.43M Buy
+198,570
New +$6.58M 2.2% 17
2022
Q2 		– Sell
-73,915
Closed -$2.12M – 52
2022
Q1 		$2.12M Buy
+73,915
New +$1.88M 1.04% 36
2015
Q3 		– Sell
-916,665
Closed -$6.34M – 66
2015
Q2 		$6.34M Buy
+916,665
New +$6.37M 1.59% 33

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

SG Capital Management's EXLS Position: Q4 2024 in Review

SG Capital Management sold out of EXL Service (EXLS) in Q4 2024, closing a stake of 9,500 shares — an estimated $362K sold.

SG Capital Management first reported a position in EXLS in Q2 2015 and held it in 6 quarters. The position peaked at $12.4M in Q2 2024. 415 funds tracked by Wall St. Rank hold EXLS as of Q4 2024.

  • SG Capital Management reported no remaining EXL Service position as of Q4 2024 after selling out during the quarter.
  • SG Capital Management sold 9,500 EXL Service shares in Q4 2024, an estimated $362K.
  • SG Capital Management first reported a position in EXL Service in Q2 2015 and held it in 6 quarters.
  • SG Capital Management's EXL Service position peaked at $12.4M in Q2 2024.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q4 2024.

Based on SG Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.